Tata Quant Fund vs Sundaram Services Fund Regular Plan compare

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Tata Quant Fund-Regular Plan-Growth

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Sundaram Services Fund Regular Plan - Growth

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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 Risk	Very High Risk
Asset Size (Cr)	₹66 Cr	₹3793 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	27 Jan 2020	01 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	2.4	1.94
Manager	Sailesh Jain	Rohit Seksaria
ISIN Code	INF277K016Y9	INF903JA1EX7
Exits Load	Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-0.46%	-2.75%
6 Month	-12.89%	-4.83%
1 Year	5.29%	9.35%
3 Year	12.28%	15.22%
5 Year	7.46%	17.45%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	-	-
1 Year	-8.04%	-0.88%
3 Year	11.33%	15.42%
5 Year	-	19.54%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	18.99%	20.46%
3 Year	13.85%	22.46%
5 Year	7.67%	21.59%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	13.803%	13.525%
Sharp	0.445%	0.651%
Beta	-	-
Alpha	-	-

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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

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Others	8.31	5.56
Mid Cap	23.75	16.69
Large Cap	68.07	43.98
Small Cap	-	33.76

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Others	8.31	5.56
Industrial Products	5.85	-
Cement & Cement Products	15.83	-
Construction	2.43	-
Finance	9.89	12.08
Consumer Durables	2.61	3.57
Petroleum Products	7.53	4.5
Pharmaceuticals & Biotechnology	4.67	-
Aerospace & Defense	0.9	-
Transport Services	4.29	1.75
Oil	2.71	-
Banks	2.48	18.71
Food Products	5.22	-
Chemicals & Petrochemicals	8.1	-
Diversified	2.61	-
Automobiles	5.02	-
Realty	5.15	1.7
Transport Infrastructure	4.91	1.46
Auto Components	1.62	-
IT - Services	-	3.17
Healthcare Services	-	7.29
Capital Markets	-	6.55
IT - Software	-	6.49
Telecom - Services	-	10.37
Entertainment	-	1.72
Leisure Services	-	4.29
Commercial Services & Supplies	-	0.98
Financial Technology (Fintech)	-	1.1
Insurance	-	3.41
Retailing	-	3.99
Textiles & Apparels	-	1.3