Nippon India Quant Fund vs Sundaram Services Fund Regular Plan compare
Nippon India Quant Fund -Growth Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹89 Cr | ₹3793 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Apr 2008 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY Service Sector TRI |
Turn Over | 119% | 29% |
Expense Ratio | 0.97 | 1.94 |
Manager | Ashutosh Bhargava | Rohit Seksaria |
ISIN Code | INF204K01760 | INF903JA1EX7 |
Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.69% | 10.31% |
6 Month | -5.32% | -3.08% |
1 Year | 8.58% | 15.22% |
3 Year | 18.22% | 15.83% |
5 Year | 25.26% | 27.32% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.31% | 3.36% |
1 Year | -0.86% | 7.16% |
3 Year | 19.81% | 18.6% |
5 Year | 20.31% | 20.28% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.69% | 20.46% |
3 Year | 11.28% | 22.46% |
5 Year | 11.71% | 21.59% |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.02% | 13.733% |
Sharp | 0.7% | 0.606% |
Beta | 1% | - |
Alpha | 3.97% | - |
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Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Ashutosh Bhargava | Rohit Seksaria |
Total AUM | ₹121448 Cr | ₹0 Cr |
Funds Managed | 12 | 15 |
Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 5.89 | 9.97 |
Large Cap | 76.63 | 50.92 |
Mid Cap | 17.48 | 10.3 |
Small Cap | - | 28.8 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 2.97 | 6.38 |
Energy | 4.39 | 5.11 |
Technology | 14.19 | 7.92 |
Industrials | 9.81 | 5.77 |
Financial Services | 32.72 | 37.21 |
Basic Materials | 6.12 | - |
Healthcare | 6.32 | 7.46 |
Consumer Cyclical | 11.55 | 12.78 |
Real Estate | 0 | 1.87 |
Consumer Defensive | 5.93 | - |
Communication Services | 3.52 | 15.5 |
Utilities | 2.48 | - |
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