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) ₹68 Cr ₹3875 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 2.39 1.89
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 -5.97% -3.53%
6 Month -8.23% 1.06%
1 Year 6.16% 13.71%
3 Year 11.04% 14.06%
5 Year - 19.62%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year -5.75% 9.8%
3 Year 12.23% 19.07%
5 Year - 21.72%

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%

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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
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 8.31 5.56
Mid Cap 23.75 16.69
Large Cap 68.07 43.98
Small Cap - 33.76

Sector Allocation

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

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