Quant Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Sundaram Small Cap Fund Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3168 Cr | ₹25183 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 | 1.97 | 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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 5.06% | 5.43% |
6 Month | -17.15% | -18.75% |
1 Year | 3.48% | 0.82% |
3 Year | 16.23% | 21.06% |
5 Year | 33.36% | 50.76% |
SIP Return Analysis
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | -7.7% | -6.51% |
1 Year | -16.22% | -19.11% |
3 Year | 14.66% | 19.48% |
5 Year | 21.04% | 30.02% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.78% | 10.46% |
3 Year | 18.05% | 10.33% |
5 Year | 15.38% | 10.13% |
Risk Management
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.09% | 18.497% |
Sharp | 0.55% | 0.792% |
Beta | 0.77% | 0.929% |
Alpha | 0.62% | 1.342% |
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Fund Managers
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Rohit Seksaria | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 15 | 22 |
Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 7.11 | 10.03 |
Small Cap | 83.36 | 63.33 |
Large Cap | 5.23 | 23.22 |
Mid Cap | 4.29 | 3.42 |
Sector Allocation
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 7.57 | 9.23 |
Financial Services | 17.7 | 15.78 |
Consumer Cyclical | 17.05 | 14.28 |
Technology | 4.98 | 2.85 |
Communication Services | 3.4 | 3.92 |
Industrials | 20.93 | 4.46 |
Basic Materials | 10.1 | 8.59 |
Energy | 0 | 18.22 |
Healthcare | 8.7 | 13.56 |
Consumer Defensive | 4.76 | 5.01 |
Utilities | 1.46 | 2.37 |
Real Estate | 3.37 | 1.72 |
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