Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

Invest Now

tortoise-icon Quant Large and Mid Cap Fund-Growth

Invest Now

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) ₹33031 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 1.8% -1.2%
6 Month 8.61% 1.9%
1 Year 5.54% -9.91%
3 Year 21.76% 21.66%
5 Year 25.4% 24.18%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Quant Large and Mid Cap Fund-Growth
6 Month 9.55% 6.49%
1 Year 14.72% 1.52%
3 Year 18.9% 16.28%
5 Year 19.7% 19.37%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Quant Large and Mid Cap Fund-Growth
1 Year 14.46% 14.7%
3 Year 14.87% 16.36%
5 Year 14.98% 14.53%

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 1.34% 0.777%
Beta 0.81% 1.094%
Alpha 1.71% 4.454%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.47 8.73
Large Cap 39.88 48.68
Small Cap 16.54 3.16
Mid Cap 37.11 39.42

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Quant Large and Mid Cap Fund-Growth

Others 3.62 8.73
Energy 3.45 9.82
Technology 6.05 0
Basic Materials 14.66 8.21
Industrials 10.07 13.5
Financial Services 28.73 14.19
Consumer Defensive 5.85 17.41
Healthcare 9.98 7.16
Consumer Cyclical 13.81 9.06
Communication Services 1.73 3.78
Utilities 2.05 4.43
Real Estate - 3.72

Top Comparisons

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns30.03%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns29.53%

Compare Now

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns24.74%

VS

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns23.24%

Compare Now

ICICI Prudential MNC Fund - Growth Option ICICI Prudential MNC Fund - Growth Option

3Y Returns15.59%

VS

HDFC MNC Fund - Regular (G) HDFC MNC Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns10.68%

VS

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns10.68%

Compare Now
Add to Cart Successfully