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
| 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 |
| 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% | - |
| 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% |
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 24.09% | 28.13% |
| 3 Year | 59.58% | 69.46% |
| 5 Year | 82.86% | 75.54% |
| 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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| 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 |
| 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 |
| 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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