Sundaram Services Fund Regular Plan vs Quant ESG Equity Fund Regular compare

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)	₹3875 Cr	₹309 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	1.89	2.39
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

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Equity Fund Regular - Growth
1 Month	2.59%	-3.39%
6 Month	8.69%	-5.18%
1 Year	18.1%	18.08%
3 Year	16.05%	19.39%
5 Year	21.19%	-

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Equity Fund Regular - Growth
6 Month	-	-
1 Year	17.23%	-0.43%
3 Year	21.53%	20.39%
5 Year	23.39%	-

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Equity Fund Regular - Growth
1 Year	20.51%	25.14%
3 Year	23%	30.59%
5 Year	21.77%	-

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Equity Fund Regular - Growth
Standard Deviation	12.7%	17.3%
Sharp	0.94%	1.25%
Beta	0.83%	0.94%
Alpha	5.93%	12.45%

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
Fund Manage	15	22
	Sundaram Services Fund Regular Plan - Growth	Quant ESG Equity Fund Regular - Growth

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Equity Fund Regular - Growth
Others	5.56	9.98
Large Cap	43.98	55.99
Small Cap	33.76	28.14
Mid Cap	16.69	5.88

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Equity Fund Regular - Growth
Others	5.56	9.98
Petroleum Products	4.5	9.32
IT - Services	3.17	-
Finance	12.08	11.77
Banks	18.71	-
Healthcare Services	7.29	-
Capital Markets	6.55	-
IT - Software	6.49	0.88
Telecom - Services	10.37	4.71
Transport Services	1.75	-
Entertainment	1.72	-
Realty	1.7	-
Leisure Services	4.29	-
Consumer Durables	3.57	-
Commercial Services & Supplies	0.98	0.99
Financial Technology (Fintech)	1.1	-
Insurance	3.41	16.89
Retailing	3.99	7.83
Transport Infrastructure	1.46	-
Textiles & Apparels	1.3	-
Pharmaceuticals & Biotechnology	-	11.59
Agricultural Food & other Products	-	5
Food Products	-	21.03