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Quant Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹28677 Cr | ₹3612 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 May 2005 | 09 Jan 2007 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 25% | % |
| Expense Ratio | 1.61 | 1.9 |
| Manager | Pradeep Kesavan | Sanjeev Sharma |
| ISIN Code | INF200K01305 | INF966L01341 |
| Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 5.27% | 7.69% |
| 6 Month | -6.12% | -11.58% |
| 1 Year | 10.3% | -3.74% |
| 3 Year | 15.38% | 15.58% |
| 5 Year | 26.21% | 26.19% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -3.31% | -4.75% |
| 1 Year | -8.42% | -20.77% |
| 3 Year | 13.41% | 13.16% |
| 5 Year | 17.29% | 17.98% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.74% | - |
| 3 Year | 14.69% | - |
| 5 Year | 14.88% | - |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.75% | 16.673% |
| Sharp | 0.65% | 0.777% |
| Beta | 0.84% | 1.094% |
| Alpha | 0.73% | 4.454% |
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Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sanjeev Sharma |
| Total AUM | ₹434274 Cr | ₹39731 Cr |
| Funds Managed | 43 | 22 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 7.11 | 12.41 |
| Large Cap | 40.15 | 46.43 |
| Small Cap | 16.88 | 0.34 |
| Mid Cap | 35.86 | 40.82 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 6.15 | 12.41 |
| Energy | 3.33 | 9.95 |
| Technology | 7.31 | - |
| Basic Materials | 13.6 | 9.3 |
| Industrials | 10 | 16.07 |
| Consumer Defensive | 5.56 | 18.28 |
| Financial Services | 26.38 | 14.03 |
| Healthcare | 10.94 | 6.82 |
| Consumer Cyclical | 11.6 | 6.97 |
| Communication Services | 3 | 1.8 |
| Utilities | 2.14 | 4.37 |
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