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) | ₹37045 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 | 1.39% | -1.38% |
| 6 Month | 2.97% | -5.82% |
| 1 Year | 10.47% | -4.6% |
| 3 Year | 18.09% | 14.21% |
| 5 Year | 18.47% | 16.93% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.41% | 1.49% |
| 1 Year | 19.06% | 6.03% |
| 3 Year | 16.32% | 9.52% |
| 5 Year | 16.93% | 14.14% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.52% | 13.69% |
| 3 Year | 15.31% | 16.4% |
| 5 Year | 15.2% | 14.73% |
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 | 1.06% | 0.6% |
| Beta | 0.8% | 1.12% |
| Alpha | 1.23% | -4.77% |
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 | 8.57 | 16.77 |
| Large Cap | 36.05 | 50.48 |
| Mid Cap | 41.51 | 32.05 |
| Small Cap | 13.86 | 0.68 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.39 | 16.77 |
| Energy | 4.37 | - |
| Technology | 5.06 | - |
| Basic Materials | 16.28 | - |
| Consumer Defensive | 6.42 | - |
| Industrials | 9.21 | - |
| Financial Services | 23.24 | - |
| Healthcare | 12.23 | - |
| Consumer Cyclical | 15.47 | - |
| Communication Services | 1.53 | - |
| Utilities | 1.8 | - |
| Petroleum Products | - | 10.11 |
| Construction | - | 5.36 |
| Finance | - | 4.36 |
| Agricultural, Commercial & Construction Vehicles | - | 2.07 |
| Electrical Equipment | - | 1.39 |
| Insurance | - | 6.73 |
| Consumer Services | - | 0.68 |
| Telecom - Services | - | 2.23 |
| Diversified FMCG | - | 3.32 |
| Personal Products | - | 0.5 |
| Food Products | - | 3 |
| Realty | - | 3.59 |
| Ferrous Metals | - | 6.08 |
| Pharmaceuticals & Biotechnology | - | 6.96 |
| IT - Software | - | 4.43 |
| Diversified | - | 1.21 |
| Beverages | - | 0.44 |
| Agricultural Food & other Products | - | 2.11 |
| Auto Components | - | 5.44 |
| Transport Infrastructure | - | 4.2 |
| Power | - | 6.19 |
| Textiles & Apparels | - | 2.81 |
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