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) | ₹34065 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 | 1.6 | 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 | 2.83% | 3.36% |
| 6 Month | 9.45% | 3.46% |
| 1 Year | 6.55% | -5.04% |
| 3 Year | 16.55% | 16.36% |
| 5 Year | 23.81% | 24.21% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.78% | -1.53% |
| 1 Year | 9.36% | -0.13% |
| 3 Year | 14.1% | 9.5% |
| 5 Year | 16.01% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.02% | 14.06% |
| 3 Year | 15.11% | 16.58% |
| 5 Year | 15.09% | 14.66% |
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 | 0.91% | 0.777% |
| Beta | 0.81% | 1.094% |
| Alpha | 0.45% | 4.454% |
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 | 5.75 | 15.05 |
| Large Cap | 37.79 | 45.57 |
| Small Cap | 15.66 | 2.8 |
| Mid Cap | 40.79 | 36.58 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.41 | 9.27 |
| Energy | 4.26 | 9.84 |
| Technology | 4.19 | 4.21 |
| Basic Materials | 17.26 | 6.16 |
| Industrials | 9.66 | 15.12 |
| Financial Services | 24.87 | 11.02 |
| Consumer Defensive | 6.14 | 15.25 |
| Healthcare | 11.95 | 7.29 |
| Consumer Cyclical | 14.43 | 8.48 |
| Communication Services | 1.42 | 3.76 |
| Utilities | 1.42 | 6.02 |
| Real Estate | - | 3.57 |
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