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 | 1.98% | 3.82% |
6 Month | -1.83% | -6.46% |
1 Year | 11.05% | -2.66% |
3 Year | 16.52% | 17.36% |
5 Year | 27.35% | 27.08% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -0.01% | -0.78% |
1 Year | -2.09% | -13.91% |
3 Year | 15.99% | 16.15% |
5 Year | 18.9% | 19.89% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.53%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns14.26%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.58%
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns7.26%
Templeton India Equity Income Fund-Growth Plan
3Y Returns17.3%
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
SBI International Access - US Equity FoF - Regular Plan - Growth
3Y Returns11.28%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%