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 | 6.47% | 6.68% |
6 Month | 1.23% | -1.23% |
1 Year | 12.12% | -2.8% |
3 Year | 20.57% | 22.14% |
5 Year | 27.18% | 26.45% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 0.72% | -0.25% |
1 Year | -2.79% | -13.64% |
3 Year | 14.84% | 14.33% |
5 Year | 17.79% | 18.49% |
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 | 0.77% | 0.777% |
Beta | 0.83% | 1.094% |
Alpha | 0.25% | 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 | 6.17 | 12.41 |
Large Cap | 40.14 | 46.43 |
Small Cap | 16.78 | 0.34 |
Mid Cap | 36.91 | 40.82 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 6.17 | 12.41 |
Petroleum Products | 3.29 | - |
IT - Software | 5.89 | - |
Pharmaceuticals & Biotechnology | 11.09 | - |
Industrial Manufacturing | 1.35 | - |
Cement & Cement Products | 4.4 | - |
Construction | 2.19 | - |
Banks | 21.48 | - |
Diversified FMCG | 1.54 | - |
Non - Ferrous Metals | 2.74 | - |
Auto Components | 7.12 | - |
Ferrous Metals | 2.34 | - |
Personal Products | 2.42 | - |
Telecom - Services | 2.39 | - |
Capital Markets | 2.61 | - |
Consumer Durables | 4.67 | - |
Chemicals & Petrochemicals | 0.81 | - |
Transport Services | 0.65 | - |
Finance | 3.07 | - |
Industrial Products | 1.35 | - |
Agricultural, Commercial & Construction Vehicles | 1.87 | - |
Gas | 0.3 | - |
Retailing | 1 | - |
Food Products | 0.5 | - |
Automobiles | 1 | - |
Healthcare Services | 0.55 | - |
Beverages | 1.05 | - |
Textiles & Apparels | 2.25 | - |
Leisure Services | 1.9 | - |
Power | 2.01 | - |
Energy | - | 9.95 |
Financial Services | - | 14.03 |
Industrials | - | 16.07 |
Consumer Defensive | - | 18.28 |
Basic Materials | - | 9.3 |
Healthcare | - | 6.82 |
Communication Services | - | 1.8 |
Consumer Cyclical | - | 6.97 |
Utilities | - | 4.37 |
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