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

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

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SBI Large & MIDCap Fund- Regular Plan -Growth

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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)	₹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	1.48%	1.81%
6 Month	8.73%	2.83%
1 Year	5.03%	-5.05%
3 Year	16.11%	15.67%
5 Year	22.66%	22.9%

SIP Return Analysis

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Quant Large and Mid Cap Fund-Growth
6 Month	2.49%	0.77%
1 Year	14.14%	5.03%
3 Year	15.54%	10.95%
5 Year	16.64%	15.19%

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	14.36
Large Cap	37.79	46.78
Small Cap	15.66	2.76
Mid Cap	40.79	36.1

Sector Allocation

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Quant Large and Mid Cap Fund-Growth
Others	4.41	8.23
Energy	4.26	10.52
Technology	4.19	5.93
Basic Materials	17.26	6.43
Industrials	9.66	16.39
Financial Services	24.87	10.87
Consumer Defensive	6.14	11.49
Healthcare	11.95	7.49
Consumer Cyclical	14.43	8.33
Communication Services	1.42	4.12
Utilities	1.42	6.48
Real Estate	-	3.72

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