SBI Contra Fund vs Quantum 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%
Dekho, aaj hum do fundon ke beech ki comparison karenge – SBI Contra Fund aur Quantum Mutual Fund Large Cap Fund. Ye dono fund Indian investors ke liye interesting hain lekin kya fund shubh lagta hai, ye pata lagana zaroori hai. Aaj hum aapko bataayenge ki konsa fund long-term wealth creation ke liye acha hai. Chaliye shuru karein.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quantum Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 408.51 | 497.22 |
| AUM (₹ Cr) | 4.74 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 0.72% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 11.75 |
| Sharpe Ratio | 0.72 | 0.7 |
| 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) | Atul Kumar (3.5 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% | 21% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye Fund A, SBI Contra Fund, acha lagta hai. Iska 3Y return 16.36% hai, jo ki Fund B se jyada hai. Lekin expense ratio bhi jyada hai, 0.72% hai. Lekin 5Y return bhi jyada hai, 18.26% hai. Haan, riskometer bhi very high hai lekin iska Sharpe ratio 0.72 hai, jo ki Fund B se jyada hai. Toh hum kaha sakte hain ki Fund A acha hai.
Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
SIP ke liye Fund A jyada suitable hai. Iska return stability jyada hai aur expense ratio bhi kam hai. Lekin Fund B ka 3Y return bhi jyada hai, 14.7%. Lekin Fund A ka consistency aur return stability jyada hai. Toh SIP ke liye Fund A acha hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke liye Fund A jyada riski hai lekin Sharpe ratio bhi jyada hai. Fund B ka riskometer bhi very high hai lekin volatility kam hai. Lekin expense ratio Fund B ka kam hai, 0.52%. Toh Fund B acha hai lekin only cost perspective se.
📊 Portfolio Diversification
Fund A ka asset allocation jyada diversified hai. Isme equity 81.12% hai aur T-Bills 2.35% hai. Lekin top holdings concentration jyada hai, HDFC Bank Ltd. 6.59% hai aur Reliance Industries Ltd. 5.35% hai. Fund B ka asset allocation bhi jyada equity 96.00% hai lekin T-Bills 4.00% hai. Lekin top holdings concentration bhi jyada hai, HDFC Bank Ltd. 8.5% hai aur ICICI Bank Ltd. 7.8% hai. Toh Fund A ka asset allocation jyada diversified hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Quantum 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?
Sach ye hai, Fund A ka 5Y return jyada hai, 18.26%. Lekin Fund B ka 3Y return bhi jyada hai, 14.7%. Toh long run ke liye Fund A acha hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka higher risk hai lekin Sharpe ratio bhi jyada hai, 0.72. Toh aapko decide karna hai ki aap higher risk le sakte hain ya nahin.
Q3: Which fund is more cost-effective?
Fund B ka expense ratio kam hai, 0.52%. Lekin Fund A ka 5Y return jyada hai, 18.26%. Toh aapko decide karna hai ki aap cost-effectiveness ke liye Fund B chune ya return ke liye Fund A.
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