- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Quant Mid Cap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹23360 Cr | ₹8608 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Mar 2005 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | % |
| Expense Ratio | 1.67 | 1.75 |
| Manager | Pradeep Kesavan | Sanjeev Sharma |
| ISIN Code | INF200K01560 | INF966L01176 |
| Exits Load | SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -0.49% | -1.21% |
| 6 Month | -0.88% | -3.36% |
| 1 Year | -2.88% | -6.64% |
| 3 Year | 16.12% | 14.16% |
| 5 Year | 21.15% | 23.07% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.02% | -0.69% |
| 1 Year | 6.98% | 2.17% |
| 3 Year | 11.45% | 8.66% |
| 5 Year | 14.75% | 15.1% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.33% | 11.51% |
| 3 Year | 16.37% | 12.56% |
| 5 Year | 17.1% | 11.03% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.14% | 17.376% |
| Sharp | 0.76% | 0.838% |
| Beta | 0.78% | 0.924% |
| Alpha | -2.61% | 0.658% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sanjeev Sharma |
| Total AUM | ₹434274 Cr | ₹39731 Cr |
| Funds Managed | 43 | 22 |
| SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 9.47 | 26.8 |
| Mid Cap | 67.45 | 62.1 |
| Large Cap | 8.22 | 11.1 |
| Small Cap | 14.86 | - |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.5 | 24.96 |
| Financial Services | 25.56 | 5.87 |
| Basic Materials | 11.39 | 9 |
| Technology | 2.57 | 7.58 |
| Healthcare | 9.2 | 10.37 |
| Real Estate | 4.84 | 0.83 |
| Energy | 2.07 | 8.6 |
| Consumer Cyclical | 16.83 | 0.43 |
| Industrials | 12.03 | 16.71 |
| Communication Services | 1.58 | 8.72 |
| Consumer Defensive | 4.52 | 4.71 |
| Utilities | 4.93 | 2.22 |
Top Comparisons
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns12.9%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.2%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns15.96%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns15.96%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.04%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.36%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns11.48%
