SBI Magnum Midcap Fund vs Quant Mid Cap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
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) | ₹23315 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 | -4.12% | -9.55% |
| 6 Month | -3.85% | -11.9% |
| 1 Year | 2.17% | -7.78% |
| 3 Year | 16.73% | 13.58% |
| 5 Year | 18.99% | 19.96% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -3.53% | -9.49% |
| 1 Year | -4.98% | -18.55% |
| 3 Year | 6.81% | 0.45% |
| 5 Year | 12.29% | 10.18% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.18% | 11.46% |
| 3 Year | 16.41% | 12.59% |
| 5 Year | 17.27% | 11.06% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.63% | 15.85% |
| Sharp | 0.87% | 0.56% |
| Beta | 0.78% | 0.98% |
| Alpha | -2.2% | -7.48% |
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 | 10.7 | 29.22 |
| Large Cap | 8.37 | 11.45 |
| Mid Cap | 69.39 | 59.32 |
| Small Cap | 11.55 | - |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.83 | 26.79 |
| Industrials | 13.99 | 16.14 |
| Financial Services | 24.99 | 6.18 |
| Basic Materials | 10.99 | 8.78 |
| Technology | 4.67 | 6.93 |
| Healthcare | 6.5 | 11.2 |
| Real Estate | 4.64 | 0.88 |
| Energy | 2.14 | 5.79 |
| Consumer Cyclical | 15.03 | 1.36 |
| Utilities | 6.27 | 2.18 |
| Communication Services | 1.8 | 8.62 |
| Consumer Defensive | 4.15 | 5.14 |
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