Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

tortoise-icon Quant Small Cap Fund-Growth

Invest Now

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 Risk Very High Risk
Asset Size (Cr) ₹3168 Cr ₹25183 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 1.97 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 -9.75% -9.11%
6 Month -15.09% -18.89%
1 Year -1.58% -5.53%
3 Year 16.4% 21.2%
5 Year 21.46% 38.09%

SIP Return Analysis

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year -16.91% -21.53%
3 Year 14.11% 18.64%
5 Year 21.53% 31.53%

Rolling Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
1 Year 16.78% 10.46%
3 Year 18.05% 10.33%
5 Year 15.38% 10.13%

Risk Management

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
Standard Deviation 14.09% 18.497%
Sharp 0.68% 0.792%
Beta 0.74% 0.929%
Alpha 1.72% 1.342%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.47%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.5%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns16.33%

VS

Baroda BNP Paribas Small Cap Fund - Regular (G) Baroda BNP Paribas Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.87%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.87%

Compare Now

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns6.03%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns6.1%

Compare Now
Add to Cart Successfully