Sundaram Services Fund Regular Plan vs Quant ESG Equity Fund Regular compare
Sundaram Services Fund Regular Plan - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3793 Cr | ₹288 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Sep 2018 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Service Sector TRI | NIFTY 100 ESG TRI |
Turn Over | 29% | % |
Expense Ratio | 1.94 | 2.42 |
Manager | Rohit Seksaria | Sanjeev Sharma |
ISIN Code | INF903JA1EX7 | INF966L01AB8 |
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 ESG Equity 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 ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | 5.2% | 6.81% |
6 Month | -9.65% | -19.22% |
1 Year | 10.95% | -1.78% |
3 Year | 14.08% | 13.51% |
5 Year | 27.75% | - |
SIP Return Analysis
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | -4.18% | -9.38% |
1 Year | -3.09% | -21.73% |
3 Year | 15.38% | 11.48% |
5 Year | 18.79% | - |
Rolling Lumpsum Returns
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 20.46% | 24.8% |
3 Year | 22.46% | 29.82% |
5 Year | 21.59% | - |
Risk Management
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.733% | 18.756% |
Sharp | 0.606% | 0.643% |
Beta | - | 1.112% |
Alpha | - | 6.426% |
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Fund Managers
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Rohit Seksaria | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 15 | 22 |
Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 9.97 | 13.27 |
Large Cap | 50.92 | 45.01 |
Small Cap | 28.8 | 20.43 |
Mid Cap | 10.3 | 21.29 |
Sector Allocation
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 6.38 | 13.27 |
Energy | 5.11 | 9.56 |
Technology | 7.92 | 3.22 |
Consumer Cyclical | 12.78 | 6.97 |
Communication Services | 15.5 | - |
Financial Services | 37.21 | 32.57 |
Healthcare | 7.46 | 19.88 |
Industrials | 5.77 | - |
Real Estate | 1.87 | - |
Consumer Defensive | - | 8.79 |
Utilities | - | 5.74 |
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