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) ₹3875 Cr ₹2428 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 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 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant Quantamental 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 Quantamental Fund Regular - Growth
1 Month -4.79% -3.6%
6 Month -1.33% -16.68%
1 Year 13.08% 1.96%
3 Year 15.11% 23.46%
5 Year 19.15% -

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 4.9% -13.82%
3 Year 17.83% 21.63%
5 Year 20.89% -

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 5.56 17.86
Large Cap 43.98 69.79
Small Cap 33.76 9.5
Mid Cap 16.69 2.86

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant Quantamental Fund Regular - Growth

Others 5.56 17.86
Petroleum Products 4.5 8.87
IT - Services 3.17 -
Finance 12.08 13.99
Banks 18.71 -
Healthcare Services 7.29 -
Capital Markets 6.55 -
IT - Software 6.49 -
Telecom - Services 10.37 -
Transport Services 1.75 -
Entertainment 1.72 0.92
Realty 1.7 -
Leisure Services 4.29 -
Consumer Durables 3.57 -
Commercial Services & Supplies 0.98 -
Financial Technology (Fintech) 1.1 -
Insurance 3.41 11.99
Retailing 3.99 -
Transport Infrastructure 1.46 -
Textiles & Apparels 1.3 -
Pharmaceuticals & Biotechnology - 4.72
Construction - 8.33
Diversified FMCG - 14.4
Cement & Cement Products - 1.02
Food Products - 5.51
Power - 7.3
Auto Components - 3.96
Beverages - 1.14

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