SBI Contra Fund vs Quant Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
14.7%
Aaj hum aapko do Mutual Funds, SBI Contra Fund aur Quant Mutual Fund Large Cap Fund ke beech main comparison karenge. Ye duniya ka sabse bada Mutual Fund market hai, aur humein lagbhag 10 saal ke SIP ke liye ek fund chunna hoga. Dekho, kis fund ka aapko lagana chahiye.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quant Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 408.51 | 497.22 |
| AUM (₹ Cr) | 4.74 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.72% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 12.4 |
| Sharpe Ratio | 0.72 | 0.66 |
| 1 Year Return (%) | -1.21% | -4.02% |
| 3 Year Return (%) | 16.36% | 14.7% |
| 5 Year Return (%) | 18.26% | 12.03% |
| Since Launch (%) | 15.48% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 81.12% | T-Bills: 2.35% | Forgn. Eq: 2.19% | Debenture: 1.92% | CD: 1.05% | REITs: 0.94% | Call Option: -0.03% | Futures: -0.16% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 130% | 27% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A, SBI Contra Fund, 3 saal ke return mein 16.36% ke sath pehle hai, lekin expense ratio bhi 0.72% hai. Fund B, Quant Mutual Fund Large Cap Fund, 3 saal ke return mein 14.7% hai, lekin expense ratio 0.52% hai. Haan, Fund A ka 5 saal ka return 18.26% hai, jo Fund B se bada hai. Isliye, Fund A better hai long-term wealth creation ke liye.
Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
SIP Suitability ke liye, humein consistency aur return stability ko dekhna hoga. Fund A ka 1 saal ka return -1.21% hai, lekin 3 saal ka return 16.36% hai. Fund B ka 1 saal ka return -4.02% hai, lekin 3 saal ka return 14.7% hai. Chaliye, Fund A ka consistency Fund B se jyada hai, isliye ye SIP ke liye better hai.
⚠️ Risk & Cost Analysis
Riskometer aur expense ratio ke liye hum fund B ka preference karenge. Fund A ka riskometer very high hai, lekin expense ratio bhi 0.72% hai. Fund B ka riskometer bhi very high hai, lekin expense ratio 0.52% hai. Dekho, Fund B ka risk-adjusted return Fund A se bada hai. Isliye, Fund B best hai risk aur cost ke liye.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye hum fund B ka preference karenge. Fund A ka asset allocation: Equity 81.12%, T-Bills 2.35%, Foreign Equity 2.19% hai. Fund B ka asset allocation: Equity 96.00%, T-Bills 4.00% hai. Chaliye, Fund B ka asset allocation Fund A se jyada diversified hai. Isliye, Fund B portfolio diversification ke liye better hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Quant Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Fund A ka 5 saal ka return 18.26% hai, jo Fund B se bada hai. Isliye, Fund A better hai long-term wealth creation ke liye.
Q2: Is the higher risk fund worth it?
Fund A ka riskometer very high hai, lekin expense ratio bhi 0.72% hai. Fund B ka riskometer bhi very high hai, lekin expense ratio 0.52% hai. Dekho, Fund B ka risk-adjusted return Fund A se bada hai. Isliye, Fund B worth hai.
Q3: Which fund is more cost-effective?
Fund B ka expense ratio 0.52% hai, jo Fund A se jyada cost-effective hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price