Quant Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

Overview

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
Fund	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3450 Cr	₹26331 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	15 Feb 2005	30 Oct 1996
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	22%	%
Expense Ratio	1.93	1.6
Manager	Rohit Seksaria	Sanjeev Sharma
ISIN Code	INF903J01470	INF966L01AA0
Exits Load	Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
1 Month	-5.75%	-4.1%
6 Month	-1.21%	-8.1%
1 Year	11.68%	10.71%
3 Year	16.76%	21.31%
5 Year	24.64%	42.12%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
6 Month	-	-
1 Year	3.65%	-2.37%
3 Year	22.73%	27.38%
5 Year	26.67%	37.46%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
1 Year	16.53%	10.41%
3 Year	17.99%	10.27%
5 Year	15.23%	10.08%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
Standard Deviation	14.09%	18.63%
Sharp	0.83%	1.2%
Beta	0.75%	0.93%
Alpha	0.89%	4.23%

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

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
Others	4.61	13.06
Small Cap	85.31	66.27
Large Cap	3.23	20.6
Mid Cap	6.85	-

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund-Growth
Others	4.61	13.06
Realty	3.42	1.69
Capital Markets	7.76	1.63
Auto Components	5.11	3.31
Construction	4.26	1.52
IT - Services	4.96	-
Industrial Manufacturing	0.86	0.14
Chemicals & Petrochemicals	3.04	1.85
Banks	7.91	3.82
Consumer Durables	8.18	0.75
Petroleum Products	0.95	9.63
Pharmaceuticals & Biotechnology	4.78	9.28
IT - Software	4.07	-
Personal Products	2.27	0.19
Agricultural Food & other Products	0.94	1.64
Industrial Products	10.56	1.72
Fertilizers & Agrochemicals	1.69	3.01
Finance	5.47	10.66
Electrical Equipment	2.09	0.72
Automobiles	0.83	-
Healthcare Services	3.54	1.64
Entertainment	1.4	3.22
Gas	1.7	3.78
Leisure Services	3.37	2.17
Cement & Cement Products	1.67	-
Other Consumer Services	1.06	-
Insurance	0.59	0.28
Transport Services	0.28	-
Textiles & Apparels	0.83	2.51
Beverages	1.8	0.75
Food Products	-	5.05
Consumable Fuels	-	0.24
Healthcare Equipment & Supplies	-	2.65
Retailing	-	5.74
Telecom - Services	-	4.11
Minerals & Mining	-	0.37
Commercial Services & Supplies	-	0.02
Power	-	2.78