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Tata Quant Fund vs Sundaram Services Fund Regular Plan compare
Tata Quant Fund-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -100% | 7.01% |
| 6 Month | -100% | -1.05% |
| 1 Year | -100% | 17.16% |
| 3 Year | -100% | 17.06% |
| 5 Year | -100% | 28.3% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.23% | 3.36% |
| 1 Year | -11.46% | 7.16% |
| 3 Year | 10.52% | 18.6% |
| 5 Year | 11.18% | 20.28% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 13.733% |
| Sharp | 0.361% | 0.606% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 5.33 | 9.97 |
| Large Cap | 49.88 | 50.92 |
| Mid Cap | 44.78 | 10.3 |
| Small Cap | 0 | 28.8 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.33 | 6.38 |
| Industrials | 4.39 | 5.77 |
| Basic Materials | 15.9 | - |
| Financial Services | 30.17 | 37.21 |
| Energy | 0.84 | 5.11 |
| Consumer Cyclical | 4.18 | 12.78 |
| Healthcare | 8.14 | 7.46 |
| Technology | 19.92 | 7.92 |
| Utilities | 6.67 | - |
| Consumer Defensive | 0 | - |
| Communication Services | 4.46 | 15.5 |
| Real Estate | 0 | 1.87 |
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