Sundaram Services Fund Regular Plan vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹89 Cr | ₹3793 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Apr 2008 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY Service Sector TRI |
Turn Over | 119% | 29% |
Expense Ratio | 0.97 | 1.94 |
Manager | Ashutosh Bhargava | Rohit Seksaria |
ISIN Code | INF204K01760 | INF903JA1EX7 |
Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Services 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 | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | -2.11% | -4.19% |
6 Month | -12.55% | -11.99% |
1 Year | 2.31% | 7.34% |
3 Year | 17.86% | 14.74% |
5 Year | 22.98% | 22.38% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -8.41% | -8.09% |
1 Year | -13.99% | -8.82% |
3 Year | 15.34% | 13% |
5 Year | 18.03% | 17.58% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.69% | 20.46% |
3 Year | 11.28% | 22.46% |
5 Year | 11.71% | 21.59% |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.02% | 13.733% |
Sharp | 0.71% | 0.606% |
Beta | 1% | - |
Alpha | 4.03% | - |
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Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Ashutosh Bhargava | Rohit Seksaria |
Total AUM | ₹121448 Cr | ₹0 Cr |
Funds Managed | 12 | 15 |
Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 4.03 | 9.97 |
Large Cap | 80.09 | 50.92 |
Mid Cap | 15.88 | 10.3 |
Small Cap | 0 | 28.8 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 1.59 | 6.38 |
Energy | 4.39 | 5.11 |
Technology | 14.22 | 7.92 |
Industrials | 9.09 | 5.77 |
Financial Services | 34.44 | 37.21 |
Basic Materials | 4.46 | - |
Healthcare | 6.8 | 7.46 |
Real Estate | 1.62 | 1.87 |
Consumer Cyclical | 12.52 | 12.78 |
Consumer Defensive | 4.4 | - |
Communication Services | 4 | 15.5 |
Utilities | 2.45 | - |
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