Compare Mutual Funds

Insights from Fund Comparison

• Both Quant Small Cap Fund - (G) and SBI Small Cap Fund - Direct (G) are Small Cap Fund, Equity schemes. Quant Small Cap Fund - (G) is 29 yrs 6 m old and manages ₹27,653.65 Crs, whereas SBI Small Cap Fund - Direct (G) is 16 yrs 8 m old with ₹34,931.73 Crs.
• Quant Small Cap Fund - (G) is older, but SBI Small Cap Fund - Direct (G) is larger — suggesting that while Quant Small Cap Fund - (G) has more experience, SBI Small Cap Fund - Direct (G) may be attracting recent investor interest.
• Quant Small Cap Fund - (G) has its top 3 sectors in Finance (12.05%), Pharmaceuticals (9.87%), and Refineries (9.36%), while SBI Small Cap Fund - Direct (G) focuses on Chemicals (8.98%), Auto Ancillaries (8.50%), and Finance (7.43%).
• The funds share exposure to Finance, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Quant Small Cap Fund - (G) holds Reliance Industries Limited (9.36%), RBL Bank Limited (4.38%), TREPS 02-Mar-2026 DEPO 10 (4.04%), SUN TV Network Limited (3.43%), and Adani Power Limited (3.06%), whereas SBI Small Cap Fund - Direct (G) holds TREPS (11.80%), Ather Energy Ltd. (4.09%), City Union Bank Ltd. (3.21%), ZF Commercial Vehicle Control Systems India Ltd. (3.04%), and Kalpataru Projects International Ltd. (2.80%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Quant Small Cap Fund - (G) has 94.29% equity and 1.21% debt, while SBI Small Cap Fund - Direct (G) has 85.96% equity and 2.12% debt.
• Quant Small Cap Fund - (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Quant Small Cap Fund - (G) outperformed SBI Small Cap Fund - Direct (G) in 3 Months, 3 Years, 5 Years (returns: -13.49%, 16.72%, 21.45% ) but underperformed in 6 Months, 1 Year (returns: -12.31%, -4.27%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.