SBI Large & MIDCap Fund vs Quant Large and Mid Cap 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) | ₹33348 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 | -1.73% | -4.42% |
6 Month | 11.09% | 5.91% |
1 Year | 5.14% | -11.74% |
3 Year | 17.38% | 17.18% |
5 Year | 23.54% | 22.54% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 4.16% | -0.37% |
1 Year | 7.97% | -6.09% |
3 Year | 15.99% | 11.73% |
5 Year | 17.71% | 16.49% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 14.21% | 14.36% |
3 Year | 15% | 16.59% |
5 Year | 15.04% | 14.6% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 11.39% | 16.673% |
Sharp | 1.04% | 0.777% |
Beta | 0.82% | 1.094% |
Alpha | 4.22% | 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 | 6.44 | 12.6 |
Large Cap | 38.72 | 47.52 |
Small Cap | 16.35 | 2.86 |
Mid Cap | 38.49 | 37.02 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 4.99 | 11.88 |
Energy | 3.17 | 11.78 |
Technology | 4.37 | 1.41 |
Basic Materials | 16.87 | 7.21 |
Industrials | 9.35 | 13.47 |
Financial Services | 27.34 | 10.37 |
Consumer Defensive | 5.83 | 16.32 |
Healthcare | 11.81 | 7.27 |
Consumer Cyclical | 13.56 | 7.95 |
Communication Services | 1.16 | 3.82 |
Utilities | 1.56 | 4.77 |
Real Estate | - | 3.75 |
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