Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Midcap Fund vs Quant Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon SBI Midcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
Fund SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹22406 Cr ₹8608 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Mar 2005 21 Mar 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 10% %
Expense Ratio 1.67 1.75
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200K01560 INF966L01176
Exits Load SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
1 Month 2.73% 2.23%
6 Month 0.97% -1.16%
1 Year 2.01% -10.61%
3 Year 22.49% 25.32%
5 Year 29.19% 32.08%

SIP Return Analysis

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
6 Month 8.78% 8.84%
1 Year 10.11% 4.01%
3 Year 18.23% 17.67%
5 Year 20.81% 22.74%

Rolling Lumpsum Returns

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
1 Year 16.23% 12.31%
3 Year 16.29% 11.76%
5 Year 16.45% 10.55%

Risk Management

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
Standard Deviation 11.63% 17.376%
Sharp 0.98% 0.838%
Beta 0.77% 0.924%
Alpha -1.56% 0.658%

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 Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
Name Pradeep Kesavan Sanjeev Sharma
Total AUM ₹434274 Cr ₹39731 Cr
Funds Managed 43 22
SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

Quant Mid Cap Fund-Growth

Others 6.53 19.14
Mid Cap 72.55 62.06
Small Cap 14.98 -
Large Cap 5.94 18.8

Sector Allocation

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

Quant Mid Cap Fund-Growth

Others 6.53 19.14
Finance 11.21 -
Cement & Cement Products 7.14 -
IT - Services 1.95 -
Capital Markets 2.14 -
Healthcare Services 4.26 -
Banks 4.25 -
Leisure Services 2.29 -
Pharmaceuticals & Biotechnology 8.43 -
Auto Components 10.24 -
Realty 3.82 -
Petroleum Products 1.38 -
Industrial Products 5.67 -
Telecom - Services 1.71 -
Consumer Durables 4.7 -
Electrical Equipment 3.48 -
Personal Products 3.18 -
Insurance 2.24 -
Retailing 1.36 -
Food Products 0.95 -
Fertilizers & Agrochemicals 0.68 -
IT - Software 3.02 -
Industrial Manufacturing 2.24 -
Textiles & Apparels 4.25 -
Power 2.88 -
Energy - 12.99
Technology - 0.69
Financial Services - 4.65
Industrials - 16.55
Communication Services - 9.25
Consumer Defensive - 11.56
Utilities - 2.03
Basic Materials - 9.64
Healthcare - 8
Consumer Cyclical - 5.49

Top Comparisons

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns29.4%

VS

Tata Mid Cap Fund Regular Plan- Growth Option Tata Mid Cap Fund Regular Plan- Growth Option

3Y Returns25.82%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns11.21%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.59%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns30.14%

VS

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns22.47%

Compare Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns13%

VS

Axis Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth

3Y Returns11.55%

Compare Now
Add to Cart Successfully