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Tata Quant Fund vs Sundaram Services Fund Regular Plan compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon 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 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% 5.2%
6 Month -100% -9.65%
1 Year -100% 10.95%
3 Year -100% 14.08%
5 Year -100% 27.75%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month -4.23% -4.18%
1 Year -11.46% -3.09%
3 Year 10.52% 15.38%
5 Year 11.18% 18.79%

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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