Compare Mutual Funds

Insights from Fund Comparison

• Both SBI Large & Midcap Fund - Direct (G) and Quant Large and Mid Cap Fund - Direct (IDCW) are Large & Mid Cap Fund, Equity schemes. SBI Large & Midcap Fund - Direct (G) is 13 yrs 3 m old and manages ₹38,765.94 Crs, whereas Quant Large and Mid Cap Fund - Direct (IDCW) is 13 yrs 3 m old with ₹3,069.91 Crs.
• Both funds are fairly comparable in terms of age and size.
• SBI Large & Midcap Fund - Direct (G) has its top 3 sectors in Banks (15.95%), Pharmaceuticals (10.51%), and FMCG (6.66%), while Quant Large and Mid Cap Fund - Direct (IDCW) focuses on Pharmaceuticals (9.77%), FMCG (9.07%), and Insurance (8.53%).
• The funds share exposure to Pharmaceuticals and FMCG, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• SBI Large & Midcap Fund - Direct (G) holds TREPS (6.33%), HDFC Bank Ltd. (5.04%), State Bank of India (3.56%), Axis Bank Ltd. (3.28%), and Bharat Forge Ltd. (3.20%), whereas Quant Large and Mid Cap Fund - Direct (IDCW) holds TREPS 02-Mar-2026 DEPO 10 (24.08%), HDFC Bank Limited (9.21%), Aurobindo Pharma Limited (7.92%), Samvardhana Motherson International Ltd (7.67%), and Lloyds Metals And Energy Limited (7.03%).
• 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, SBI Large & Midcap Fund - Direct (G) has 92.57% equity and 0.73% debt, while Quant Large and Mid Cap Fund - Direct (IDCW) has 70.23% equity and 5.75% debt.
• SBI Large & Midcap Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• SBI Large & Midcap Fund - Direct (G) outperformed Quant Large and Mid Cap Fund - Direct (IDCW) in 1 Year, 3 Years, 5 Years (returns: 3.77%, 16.08%, 16.03% ) but underperformed in 3 Months, 6 Months (returns: -10.73%, -5.08%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.