SBI Large & MIDCap Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹25613 Cr ₹3283 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Feb 1993 11 Dec 2006
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 1.62 1.93
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200K01305 INF966L01341
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Quant Large and Mid Cap Fund-Growth
1 Month 4.75% -0.62%
6 Month 22.89% 20.21%
1 Year 33.17% 60.9%
3 Year 20.4% 29.39%
5 Year 24.24% 29.99%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 15.66% 28.41%
3 Year 38.91% 63.79%
5 Year 82.14% 120.52%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Quant Large and Mid Cap Fund-Growth
1 Year 24.32% 30.27%
3 Year 62.63% 82.52%
5 Year 88.93% 126.28%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 11.75% 15.18%
Sharp 1.11% 1.39%
Beta 0.87% 0.97%
Alpha 1.31% 5.83%

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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
Fund Manage 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 4.58 14.22
Large Cap 43.12 44.7
Small Cap 14.36 3.59
Mid Cap 37.95 37.51

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Quant Large and Mid Cap Fund-Growth

Others 2.46 -4.42
Financial 20.76 24.01
Energy 5.68 16.03
Technology 8.51 5.65
Metals & Mining 7.38 12.35
Materials 7.45 5.25
Healthcare 10.26 7.82
Services 6.84 8.4
Automobile 9.22 5.22
Consumer Staples 5.38 8.45
Insurance 1.27 4.01
Consumer Discretionary 5.2 -
Chemicals 1.14 -
Capital Goods 3.07 7.25
Construction 1.36 -
Communication 2.48 -
Textiles 1.55 -

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