Tata Quant Fund vs Sundaram Services Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Tata Quant Fund-Regular Plan-Growth

Invest Now

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Fund Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹63 Cr ₹3632 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Jan 2020 21 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 NIFTY Service Sector TRI
Turn Over 349.61% 29%
Expense Ratio 2.38 1.89
Manager Sailesh Jain Rohit Seksaria
ISIN Code INF277K016Y9 INF903JA1EX7
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Month -8.17% -6.42%
6 Month 4.01% 10.2%
1 Year 16.35% 22%
3 Year 11.29% 13%
5 Year - 20.77%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 16.8% 21.91%
3 Year 19.74% 22.12%
5 Year - 23.69%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Year 19.71% 20.51%
3 Year 13.98% 23%
5 Year - 21.77%

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 11.53% 12.7%
Sharp 0.68% 0.94%
Beta 0.8% 0.83%
Alpha -0.77% 5.93%

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 Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Name Sailesh Jain Rohit Seksaria
Total AUM ₹17041 Cr ₹0 Cr
Fund Manage 7 15
Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Sundaram Services Fund Regular Plan - Growth

Others 7.06 7
Mid Cap 50.3 11.6
Large Cap 42.64 51.63
Small Cap - 29.79

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Sundaram Services Fund Regular Plan - Growth

Others 2.91 1.68
Materials 1.22 -
Healthcare 17.39 6
Financial 13.42 38.91
Communication 13.41 9.31
Insurance 8.53 3.89
Consumer Discretionary 0.48 4.58
Consumer Staples 6.72 -
Capital Goods 0.27 -
Chemicals 8.88 -
Services 16.01 15.44
Automobile 5.76 -
Construction 3.57 1.48
Technology 0.81 8.99
Textiles 0.62 1.25
Energy - 6.24
Unclassified - 2.25

Top Comparisons

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.04%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.14%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns15.24%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns10.41%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns6.4%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns5.72%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns17.93%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns21.57%

Compare Now
Request call back
Add to Cart Successfully