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) ₹23036 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 0.12% -1.49%
6 Month -0.17% -3.9%
1 Year -1.86% -6.96%
3 Year 15.98% 14.27%
5 Year 21.42% 23.42%

SIP Return Analysis

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
6 Month 1.46% 0.05%
1 Year 6.71% 2.29%
3 Year 11.57% 8.65%
5 Year 14.89% 15.21%

Rolling Lumpsum Returns

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
1 Year 15.33% 11.51%
3 Year 16.37% 12.56%
5 Year 17.1% 11.03%

Risk Management

Scheme Name SBI Midcap Fund - Regular Plan - Growth Quant Mid Cap Fund-Growth
Standard Deviation 11.63% 17.376%
Sharp 0.83% 0.838%
Beta 0.78% 0.924%
Alpha -2.48% 0.658%

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 4.51 26.8
Mid Cap 67.53 62.1
Large Cap 13.72 11.1
Small Cap 14.24 -

Sector Allocation

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

Quant Mid Cap Fund-Growth

Others 4.51 24.96
Finance 13.66 -
Cement & Cement Products 7.78 -
IT - Services 1.79 -
Consumer Durables 4.19 -
Pharmaceuticals & Biotechnology 7.6 -
Banks 7.15 -
Realty 4.83 -
Petroleum Products 2.07 -
Retailing 3.18 -
Auto Components 8.16 -
Capital Markets 0.99 -
Industrial Products 5.54 -
Telecom - Services 1.58 -
Electrical Equipment 4.43 -
Personal Products 3.08 -
Insurance 3.75 -
Food Products 1.44 -
Fertilizers & Agrochemicals 0.62 -
Industrial Manufacturing 2.06 -
Healthcare Services 1.6 -
Textiles & Apparels 3.11 -
Leisure Services 1.95 -
Power 4.93 -
Energy - 8.6
Financial Services - 5.87
Industrials - 16.71
Technology - 7.58
Healthcare - 10.37
Communication Services - 8.72
Consumer Cyclical - 0.43
Consumer Defensive - 4.71
Utilities - 2.22
Basic Materials - 9
Real Estate - 0.83

Top Comparisons

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns6.32%

VS

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.32%

Compare Now

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns11.6%

VS

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns13.43%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns14.84%

VS

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns16.27%

Compare Now
Add to Cart Successfully