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) | ₹37443 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% | -7.95% |
| 6 Month | 1.06% | -9.07% |
| 1 Year | 10.02% | -8.9% |
| 3 Year | 17.42% | 12.34% |
| 5 Year | 17.97% | 15.94% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.18% | -4.86% |
| 1 Year | 14.11% | -6.45% |
| 3 Year | 14.87% | 5.23% |
| 5 Year | 16.2% | 11.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.51% | 13.59% |
| 3 Year | 15.33% | 16.39% |
| 5 Year | 15.2% | 14.75% |
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 | 11.5 | 22.6 |
| Large Cap | 34.42 | 45.35 |
| Mid Cap | 40.51 | 29.24 |
| Small Cap | 13.57 | 2.81 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.93 | 16.78 |
| Energy | 4.43 | 10.11 |
| Technology | 4.99 | 5.82 |
| Basic Materials | 16.06 | 6.08 |
| Consumer Defensive | 6.91 | 9.37 |
| Industrials | 9.41 | 12.84 |
| Financial Services | 21.46 | 11.09 |
| Healthcare | 12.12 | 6.96 |
| Consumer Cyclical | 15.35 | 8.93 |
| Communication Services | 1.58 | 2.23 |
| Utilities | 1.77 | 6.2 |
| Real Estate | - | 3.59 |
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