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) ₹3333 Cr ₹22901 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 2005 24 Nov 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 1.62
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903J01470 INF966L01AA0
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
1 Month 8.2% 1.5%
6 Month 29.71% 17.99%
1 Year 41.01% 56.18%
3 Year 23.63% 32.65%
5 Year 30.03% 49.46%

SIP Return Analysis

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 16.31% 24.73%
3 Year 48.22% 68.93%
5 Year 111.75% 208.85%

Rolling Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
1 Year 32.21% 53.72%
3 Year 81.53% 137.8%
5 Year 119.87% 222.2%

Risk Management

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
Standard Deviation 14.09% 18.63%
Sharp 1.14% 1.2%
Beta 0.75% 0.93%
Alpha 1.35% 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 6.79 9.51
Small Cap 76.79 65.91
Large Cap 7.72 24.56
Mid Cap 8.71 -

Sector Allocation

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

Quant Small Cap Fund-Growth

Others 2.48 2.66
Automobile 3.14 1.79
Financial 24.44 24.78
Capital Goods 10.59 4.29
Technology 8.31 1.78
Healthcare 8.1 7.32
Chemicals 2.36 2.75
Materials 4.69 0.96
Consumer Staples 6.04 6.04
Metals & Mining 2.72 5.89
Consumer Discretionary 5.01 -
Construction 6.33 8.84
Services 11.54 11.05
Energy 1.2 13.24
Textiles 1.12 3.26
Unclassified 1.94 -
Communication - 3.64
Insurance - 1.69

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