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

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tortoise-icon Sundaram Small Cap 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 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) ₹3333 Cr ₹22901 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 2005 24 Nov 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 1.62
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903J01470 INF966L01AA0
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 1 year/365

Trailing Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
1 Month -8.27% -7.53%
6 Month 6.18% 1.89%
1 Year 21.82% 34.42%
3 Year 17.73% 24.04%
5 Year 26.71% 44.32%

SIP Return Analysis

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 22.27% 20.17%
3 Year 28.41% 34.2%
5 Year 30.37% 42.72%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
Standard Deviation 14.09% 18.63%
Sharp 1% 1.2%
Beta 0.75% 0.93%
Alpha 1.64% 4.23%

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Fund Managers

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

Market Cap

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

Quant Small Cap Fund-Growth

Others 6.79 13.06
Small Cap 76.79 66.27
Large Cap 7.72 20.6
Mid Cap 8.71 -

Sector Allocation

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

Quant Small Cap Fund-Growth

Others 2.48 13.06
Automobile 3.14 -
Financial 24.44 -
Capital Goods 10.59 -
Technology 8.31 -
Healthcare 8.1 -
Chemicals 2.36 -
Materials 4.69 -
Consumer Staples 6.04 -
Metals & Mining 2.72 -
Consumer Discretionary 5.01 -
Construction 6.33 1.52
Services 11.54 -
Energy 1.2 -
Textiles 1.12 -
Unclassified 1.94 -
Petroleum Products - 9.63
Food Products - 5.05
Chemicals & Petrochemicals - 1.85
Fertilizers & Agrochemicals - 3.01
Finance - 10.66
Textiles & Apparels - 2.51
Pharmaceuticals & Biotechnology - 9.28
Insurance - 0.28
Electrical Equipment - 0.72
Agricultural Food & other Products - 1.64
Beverages - 0.75
Consumable Fuels - 0.24
Leisure Services - 2.17
Consumer Durables - 0.75
Healthcare Equipment & Supplies - 2.65
Gas - 3.78
Industrial Products - 1.72
Realty - 1.69
Personal Products - 0.19
Industrial Manufacturing - 0.14
Auto Components - 3.31
Entertainment - 3.22
Retailing - 5.74
Capital Markets - 1.63
Telecom - Services - 4.11
Healthcare Services - 1.64
Banks - 3.82
Minerals & Mining - 0.37
Commercial Services & Supplies - 0.02
Power - 2.78

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