Quant ESG Equity Fund Regular vs Sundaram Services Fund Regular Plan compare

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Fund Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3632 Cr ₹278 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Sep 2018 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark NIFTY Service Sector TRI NIFTY 100 ESG TRI
Turn Over 29% %
Expense Ratio 1.89 2.39
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903JA1EX7 INF966L01AB8
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
1 Month 2.72% 1.32%
6 Month 16.68% 20.8%
1 Year 33.57% 54.41%
3 Year 18.93% 30.36%
5 Year 24.52% -

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 10.89% 21.9%
3 Year 31.75% 53.64%
5 Year 74.85% 74.14%

Rolling Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
1 Year 20.12% 25.18%
3 Year 23.24% 30.65%
5 Year 21.71% -

Risk Management

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 12.7% 17.3%
Sharp 0.94% 1.25%
Beta 0.83% 0.94%
Alpha 5.93% 12.45%

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Fund Managers

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Name Rohit Seksaria Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Fund Manage 15 22
Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant ESG Equity Fund Regular - Growth

Others 7 13.46
Large Cap 51.63 54.11
Small Cap 29.79 22.4
Mid Cap 11.6 10.01

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant ESG Equity Fund Regular - Growth

Others 1.68 -2.96
Financial 38.91 18.3
Energy 6.24 24.53
Technology 8.99 7.98
Healthcare 6 16.19
Services 15.44 17.06
Insurance 3.89 4.95
Construction 1.48 -
Consumer Discretionary 4.58 -
Communication 9.31 -
Textiles 1.25 -
Unclassified 2.25 -
Materials - 0.43
Consumer Staples - 13.5

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