Quant Quantamental 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 Quantamental Fund Regular - Growth
Fund Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3632 Cr ₹2553 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Sep 2018 20 Apr 2021
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark NIFTY Service Sector TRI NIFTY 200 TRI
Turn Over 29% %
Expense Ratio 1.89 1.96
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903JA1EX7 INF966L01AH5
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 Quantamental Fund Regular - Growth
1 Month -3.39% -5.41%
6 Month 10.38% -9.43%
1 Year 23.36% 27.84%
3 Year 13.99% 24.65%
5 Year 21.23% -

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 14.27% -
3 Year 20.32% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
1 Year 20.51% 28.68%
3 Year 23% 32.4%
5 Year 21.77% -

Risk Management

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
Standard Deviation 12.7% 15.62%
Sharp 0.94% 1.52%
Beta 0.83% 0.88%
Alpha 5.93% 12.52%

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Fund Managers

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental 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 Quantamental Fund Regular - Growth

Market Cap

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant Quantamental Fund Regular - Growth

Others 7 17.86
Large Cap 51.63 69.79
Small Cap 29.79 9.5
Mid Cap 11.6 2.86

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant Quantamental Fund Regular - Growth

Others 1.68 17.86
Financial 38.91 -
Energy 6.24 -
Technology 8.99 -
Healthcare 6 -
Services 15.44 -
Insurance 3.89 11.99
Construction 1.48 8.33
Consumer Discretionary 4.58 -
Communication 9.31 -
Textiles 1.25 -
Unclassified 2.25 -
Petroleum Products - 8.87
Pharmaceuticals & Biotechnology - 4.72
Diversified FMCG - 14.4
Cement & Cement Products - 1.02
Finance - 13.99
Food Products - 5.51
Entertainment - 0.92
Power - 7.3
Auto Components - 3.96
Beverages - 1.14

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