SBI Large & MIDCap Fund vs Quant Large and Mid Cap 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 | 5.99% | 8.7% |
6 Month | -8.93% | -16.72% |
1 Year | 11.2% | -2.25% |
3 Year | 15.98% | 15.95% |
5 Year | 28.3% | 29.11% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -2.81% | -6.71% |
1 Year | -3.96% | -19.49% |
3 Year | 15.87% | 15.33% |
5 Year | 19.22% | 19.87% |
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 | 0.69% | 0.777% |
Beta | 0.85% | 1.094% |
Alpha | 1.2% | 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 | 6.69 | 12.41 |
Large Cap | 39.72 | 46.43 |
Small Cap | 18.23 | 0.34 |
Mid Cap | 35.36 | 40.82 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 5.57 | 12.41 |
Energy | 3.35 | 9.95 |
Technology | 8.74 | - |
Basic Materials | 11.76 | 9.3 |
Industrials | 10.81 | 16.07 |
Consumer Defensive | 7 | 18.28 |
Financial Services | 24.7 | 14.03 |
Healthcare | 9.85 | 6.82 |
Consumer Cyclical | 12.56 | 6.97 |
Communication Services | 3.27 | 1.8 |
Utilities | 2.4 | 4.37 |
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