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) | ₹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 | 1.35% | -0.17% |
| 6 Month | 4.83% | -3.42% |
| 1 Year | 9.33% | -4.1% |
| 3 Year | 18.34% | 15.14% |
| 5 Year | 19.76% | 18.12% |
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 | 13.53% | 13.69% |
| 3 Year | 15.3% | 16.41% |
| 5 Year | 15.19% | 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 | 0.94% | 0.6% |
| Beta | 0.81% | 1.11% |
| Alpha | 0.64% | -3.94% |
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 | 5.03 | 16.77 |
| Large Cap | 42.31 | 50.48 |
| Small Cap | 13.09 | 0.68 |
| Mid Cap | 39.57 | 32.05 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.03 | 16.77 |
| Petroleum Products | 4.37 | 10.11 |
| IT - Software | 3.78 | 4.43 |
| Pharmaceuticals & Biotechnology | 12.69 | 6.96 |
| Cement & Cement Products | 3.81 | - |
| Personal Products | 3.14 | 0.5 |
| Construction | 1.95 | 5.36 |
| Consumer Durables | 7.84 | - |
| Banks | 17.38 | - |
| Diversified FMCG | 1.33 | 3.32 |
| Non - Ferrous Metals | 2.04 | - |
| Ferrous Metals | 3.58 | 6.08 |
| Auto Components | 8.47 | 5.44 |
| Telecom - Services | 1.53 | 2.23 |
| Capital Markets | 3.12 | - |
| Chemicals & Petrochemicals | 0.28 | - |
| Transport Services | 0.86 | - |
| Finance | 2.73 | 4.36 |
| Industrial Products | 2.2 | - |
| Agricultural, Commercial & Construction Vehicles | 4.2 | 2.07 |
| Electrical Equipment | 0.11 | 1.39 |
| Retailing | 1.51 | - |
| Food Products | 0.54 | 3 |
| Healthcare Services | 0.54 | - |
| Industrial Manufacturing | 0.59 | - |
| Beverages | 1.41 | 0.44 |
| Textiles & Apparels | 1.49 | 2.81 |
| Leisure Services | 1.68 | - |
| Power | 1.8 | 6.19 |
| Insurance | - | 6.73 |
| Consumer Services | - | 0.68 |
| Realty | - | 3.59 |
| Diversified | - | 1.21 |
| Agricultural Food & other Products | - | 2.11 |
| Transport Infrastructure | - | 4.2 |
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