SBI Contra Fund vs Quant Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
8.67%
dekho, aapke paas do Multi Cap funds hain - SBI Contra Fund aur Quant Mutual Fund Multi Cap Fund. Chaliye, hum inke beech mein kuchh fundaational differences aur similarity dekhte hain. Aap ye janne ki koshish karenge ki kiski kya sthiti hai, uski kya features hain, aur kiski kya khaasbaatien hain.
[VERDICT]| Parameter | ASBI Contra Fund - Direct Plan - Growth | BQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quant Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 408.51 | 20.99 |
| AUM (₹ Cr) | 4.74 Lac Cr | 1.78 Lac Cr |
| Expense Ratio (%) | 0.72% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 14.55 |
| Sharpe Ratio | 0.72 | 0.15 |
| 1 Year Return (%) | -1.21% | 0.18% |
| 3 Year Return (%) | 16.36% | 8.67% |
| 5 Year Return (%) | 18.26% | 7.6% |
| Since Launch (%) | 15.48% | 11.23% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 11 June 2019 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| 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: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 130% | 46% |
🤖 AI Verdict – Which is Better?
Long term mein wealth creation ke liye, 3Y return, expense ratio, aur risk ke mukabla SBI Contra Fund bhi accha hai, lekin Fund A ki zyada cheezon se sambhavit hai. Haan, expense ratio Fund B ka zyada hai, lekin Fund A ki AUM aur asset allocation ka dhyan rakhna zaroori hai. Sach ye hai, Fund A ka 3Y return Fund B ke 5Y return se bhi zyada hai.
[SIP_SUITABILITY]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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 8.67%
- AUM: 1.78 Lac Cr
- Sharpe Ratio: 0.15
📈 SIP Suitability
Monthly SIP ke liye 10+ saal ke liye, Fund A ki consistency aur return stability Fund B se bhi zyada acchi hai. Aapke liye yeh janna zaroori hai ki Fund A ka asset allocation aur expense ratio Fund B ke saath aisa hi hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Khataara aur lagan ke mukabla, Fund A ka riskometer aur volatility Fund B ke saath aisa hi hai, lekin Fund A ki Sharpe ratio Fund B se zyada acchi hai. Haan, expense ratio Fund B ka zyada hai, lekin Fund A ki asset allocation aur AUM ka dhyan rakhna zaroori hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke mukabla, Fund A ka asset allocation Fund B ke saath aisa hi hai, lekin Fund A ki top holdings me HDFC Bank, Reliance Industries, aur Biocon ki concentration Fund B ke top holdings me HDFC Bank, ICICI Bank, aur Reliance Industries ke saath aisa hi hai.
[FAQ]SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Quant Mutual Fund Multi Cap Fund
₹956588.14
@8.7% 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?
Sach ye hai, Fund A ka 5Y return Fund B ke 3Y return se bhi zyada hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka riskometer aur volatility Fund B ke saath aisa hi hai, lekin Fund A ki Sharpe ratio Fund B se zyada acchi hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A ka expense ratio Fund B ke expense ratio se kam 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