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) | ₹23360 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 | -1.38% | -2.11% |
| 6 Month | 1.05% | -1.2% |
| 1 Year | -2.7% | -5.11% |
| 3 Year | 16.33% | 14.25% |
| 5 Year | 20.67% | 22.16% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.24% | -1.62% |
| 1 Year | 3.86% | -1.44% |
| 3 Year | 10.93% | 8.07% |
| 5 Year | 14.74% | 14.99% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.28% | 11.49% |
| 3 Year | 16.32% | 12.57% |
| 5 Year | 17.15% | 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 | 10.96 | 29.22 |
| Mid Cap | 70.32 | 59.32 |
| Large Cap | 6.41 | 11.45 |
| Small Cap | 12.31 | - |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.87 | 26.79 |
| Financial Services | 27.05 | 6.18 |
| Basic Materials | 10.98 | 8.78 |
| Technology | 4.75 | 6.93 |
| Healthcare | 6.74 | 11.2 |
| Real Estate | 4.57 | 0.88 |
| Energy | 1.96 | 5.79 |
| Consumer Cyclical | 15.85 | 0 |
| Industrials | 13.3 | 17.5 |
| Communication Services | 1.72 | 8.62 |
| Consumer Defensive | 4.27 | 5.14 |
| Utilities | 4.93 | 2.18 |
Top Comparisons
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth
3Y Returns7.17%
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth
3Y Returns7.7%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.5%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns14.07%
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
3Y Returns14.09%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.14%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.77%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.7%