SBI Focused 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
18.13%
3Y Return
14.7%
Hamare paas do funds hain, SBI Focused Fund aur Quant Mutual Fund Large Cap Fund. Ye don't hai same category, SBI Focused Fund Multi Cap hai aur Quant Mutual Fund Large Cap hai. Dekho is article mein hum aapko bataenge ki konsa fund long-term wealth creation ke liye better hai.
| Parameter | ASBI Focused 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 (₹) | 432.21 | 497.22 |
| AUM (₹ Cr) | 4.60 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 1.47% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.25 | 12.4 |
| Sharpe Ratio | 0.88 | 0.66 |
| 1 Year Return (%) | 12.11% | -4.02% |
| 3 Year Return (%) | 18.13% | 14.7% |
| 5 Year Return (%) | 15.02% | 12.03% |
| Since Launch (%) | 15.63% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Rama Iyer Srinivasan (17.0 years yrs) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | Alphabet Inc Class A (11.14%), State Bank of India (6.96%), ICICI Bank Ltd. (6.59%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 76.29% | Forgn. Eq: 14.88% | Debenture: 0.74% | T-Bills: 0.16% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 45% | 27% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund B, Quant Mutual Fund Large Cap Fund, long-term wealth creation ke liye better hai. Iska 3Y return 14.7% hai, jo Fund A ke 18.13% se kam hai, lekin expense ratio 0.52% hai, jo Fund A ke 1.47% se kam hai. Riskometer bhi dono funds ke liye Very High hai, lekin Fund B ke Sharpe ratio 0.66 hai, jo Fund A ke 0.88 se kam hai.
Why consider SBI Focused Fund?
- Expense ratio: 1.47%
- 3Y return: 18.13%
- AUM: 4.60 Lac Cr
- Sharpe Ratio: 0.88
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 ke liye, Fund A better hai. Iska 5Y return 15.02% hai, jo Fund B ke 12.03% se adhik hai. Lekin, Fund A ke expense ratio 1.47% hai, jo Fund B ke 0.52% se kam hai. Chaliye, SIP ke liye Fund A better hai, lekin Fund B ke expense ratio Fund A ke expense ratio se kam hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, expense ratio sabhi factors ke hisaab se, Fund A risk-adjusted returns ke liye better hai. Iska riskometer Very High hai, lekin Sharpe ratio 0.88 hai, jo Fund B ke 0.66 se adhik hai. Dekho, Fund A ke expense ratio 1.47% hai, jo Fund B ke 0.52% se kam hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisaab se, Fund A portfolio diversification ke liye better hai. Iska asset allocation Equity: 76.29%, Foreign Equity: 14.88%, Debenture: 0.74%, T-Bills: 0.16% hai. Dekho, Fund A ke top 3 holdings Alphabet Inc Class A, State Bank of India, ICICI Bank Ltd. hai, jo Fund B ke HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd. se alag hain.
SIP Calculator – Compare Growth Potential
SBI Focused Fund
₹1695258.29
@18.1% 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?
Sach ye hai, Fund A ka 5Y return 15.02% hai, jo Fund B ke 12.03% se adhik hai.
Q2: Is the higher risk fund worth it?
Nehi, Fund A ka Sharpe ratio 0.88 hai, jo Fund B ke 0.66 se adhik hai, aur expense ratio 1.47% hai, jo Fund B ke 0.52% se kam hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund B ka expense ratio 0.52% hai, jo Fund A ke 1.47% 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