SBI Magnum Midcap Fund vs Quant Mid Cap Fund compare

SBI Magnum Midcap Fund vs Quant Mid Cap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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Quant Mid Cap Fund-Growth

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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	1.61%	-0.32%
6 Month	1.37%	-2.23%
1 Year	1.92%	-3.91%
3 Year	16.72%	15.37%
5 Year	22.31%	24.94%

SIP Return Analysis

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Quant Mid Cap Fund-Growth
6 Month	2.41%	0.6%
1 Year	8.77%	3.4%
3 Year	12.75%	9.86%
5 Year	15.85%	16.16%

Rolling Lumpsum Returns

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Quant Mid Cap Fund-Growth
1 Year	15.36%	11.51%
3 Year	16.36%	12.53%
5 Year	17.07%	11.02%

Risk Management

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Quant Mid Cap Fund-Growth
Standard Deviation	11.63%	17.376%
Sharp	0.78%	0.838%
Beta	0.78%	0.924%
Alpha	-3.01%	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	9.47	26.8
Mid Cap	67.45	62.1
Large Cap	8.22	11.1
Small Cap	14.86	-

Sector Allocation

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Quant Mid Cap Fund-Growth
Others	4.5	24.96
Financial Services	25.56	5.87
Basic Materials	11.39	9
Technology	2.57	7.58
Healthcare	9.2	10.37
Real Estate	4.84	0.83
Energy	2.07	8.6
Consumer Cyclical	16.83	0.43
Industrials	12.03	16.71
Communication Services	1.58	8.72
Consumer Defensive	4.52	4.71
Utilities	4.93	2.22

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