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) | ₹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% |
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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 |
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