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Quant ESG Equity Fund Regular vs Sundaram Services Fund Regular Plan compare
Sundaram Services Fund Regular Plan - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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) | ₹3793 Cr | ₹288 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 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 | 1.94 | 2.42 |
| Manager | Rohit Seksaria | Sanjeev Sharma |
| ISIN Code | INF903JA1EX7 | INF966L01AB8 |
| Exits Load | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.9% | -5.89% |
| 6 Month | -10.08% | -23.51% |
| 1 Year | 7.58% | -9.04% |
| 3 Year | 15% | 16.08% |
| 5 Year | 20.63% | - |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | -8.09% | -13.15% |
| 1 Year | -8.82% | -27.32% |
| 3 Year | 13% | 8.86% |
| 5 Year | 17.58% | - |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 20.46% | 24.8% |
| 3 Year | 22.46% | 29.82% |
| 5 Year | 21.59% | - |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.733% | 18.756% |
| Sharp | 0.606% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
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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 | 9.97409 | 13.26836 |
| Large Cap | 50.92128 | 45.01237 |
| Small Cap | 28.80087 | 20.42849 |
| Mid Cap | 10.30378 | 21.29078 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 6.37708 | 13.26836 |
| Energy | 5.11043 | 9.55909 |
| Technology | 7.92257 | 3.22469 |
| Consumer Cyclical | 12.7828 | 6.96754 |
| Communication Services | 15.4993 | - |
| Financial Services | 37.20874 | 32.57265 |
| Healthcare | 7.45862 | 19.88221 |
| Industrials | 5.76693 | - |
| Real Estate | 1.87355 | - |
| Consumer Defensive | - | 8.78808 |
| Utilities | - | 5.73738 |
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