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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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tortoise-icon Quant Small Cap Fund-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) ₹3450 Cr ₹26331 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 1.93 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-Growth
1 Month 3.92% -0.63%
6 Month 5.35% -2.47%
1 Year 20.07% 24.99%
3 Year 20.53% 26.12%
5 Year 28.37% 45.54%

SIP Return Analysis

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 17.28% 7.05%
3 Year 27.61% 31.05%
5 Year 29.87% 40.43%

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 0.97% 1.2%
Beta 0.75% 0.93%
Alpha 1.4% 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 4.61 13.06
Small Cap 85.31 66.27
Large Cap 3.23 20.6
Mid Cap 6.85 -

Sector Allocation

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

Quant Small Cap Fund-Growth

Others 4.61 13.06
Realty 3.42 1.69
Capital Markets 7.76 1.63
Auto Components 5.11 3.31
Construction 4.26 1.52
IT - Services 4.96 -
Industrial Manufacturing 0.86 0.14
Chemicals & Petrochemicals 3.04 1.85
Banks 7.91 3.82
Consumer Durables 8.18 0.75
Petroleum Products 0.95 9.63
Pharmaceuticals & Biotechnology 4.78 9.28
IT - Software 4.07 -
Personal Products 2.27 0.19
Agricultural Food & other Products 0.94 1.64
Industrial Products 10.56 1.72
Fertilizers & Agrochemicals 1.69 3.01
Finance 5.47 10.66
Electrical Equipment 2.09 0.72
Automobiles 0.83 -
Healthcare Services 3.54 1.64
Entertainment 1.4 3.22
Gas 1.7 3.78
Leisure Services 3.37 2.17
Cement & Cement Products 1.67 -
Other Consumer Services 1.06 -
Insurance 0.59 0.28
Transport Services 0.28 -
Textiles & Apparels 0.83 2.51
Beverages 1.8 0.75
Food Products - 5.05
Consumable Fuels - 0.24
Healthcare Equipment & Supplies - 2.65
Retailing - 5.74
Telecom - Services - 4.11
Minerals & Mining - 0.37
Commercial Services & Supplies - 0.02
Power - 2.78

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