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) ₹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 2.48% 2.72%
6 Month 23.86% 16.68%
1 Year 35.04% 33.57%
3 Year 16.51% 18.93%
5 Year - 24.52%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 13.63% 10.89%
3 Year 32.14% 31.75%
5 Year 45% 74.85%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Year 16.47% 24.09%
3 Year 39.47% 59.58%
5 Year 51% 82.86%

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 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

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