SBI Small Cap 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
13.45%
3Y Return
8.67%
Dekho, humne do funds ko compare kiya hai - SBI Small Cap Fund aur Quant Mutual Fund Multi Cap Fund. Dono funds ki category alag hai, ek Small Cap hai aur doosra Multi Cap. Chaliye, hum dekhte hain ki inme se kaunsa fund aapke long-term wealth creation ke liye best hai.
| Parameter | ASBI Small Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quant Mutual Fund |
| Category | Small Cap | Multi Cap |
| NAV (₹) | 192.12 | 20.99 |
| AUM (₹ Cr) | 2.46 Lac Cr | 1.78 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 17.83 | 14.55 |
| Sharpe Ratio | 0.39 | 0.15 |
| 1 Year Return (%) | 0.06% | 0.18% |
| 3 Year Return (%) | 13.45% | 8.67% |
| 5 Year Return (%) | 14.57% | 7.6% |
| Since Launch (%) | 23.96% | 11.23% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 11 June 2019 |
| Exit Load | Nil | Nil |
| Fund Manager | R. Srinivasan (10.2 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | Aarti Drugs Ltd. (3.2%), Hatsun Agro Product Ltd. (2.9%), National Aluminium Company Ltd. (2.7%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 91.00% | Cash & Equivalents: 9.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 23% | 46% |
🤖 AI Verdict – Which is Better?
Haan, SBI Small Cap Fund 3Y return mein Quant Mutual Fund Multi Cap Fund se aage hai, aur expense ratio bhi kam hai. Lekin, dono funds ki riskometer very high hai. Sach ye hai, SBI Small Cap Fund ke 3Y return aur kam expense ratio ke basis par yeh fund long-term wealth creation ke liye better lagta hai.
Why consider SBI Small Cap Fund?
- Expense ratio: 0.82%
- 3Y return: 13.45%
- AUM: 2.46 Lac Cr
- Sharpe Ratio: 0.39
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
Dekho, dono funds mein SBI Small Cap Fund ka 3Y return zyada hai, lekin volatility bhi zyada hai. Chaliye, agar aap 10+ saal ke liye SIP karna chahte hain, to SBI Small Cap Fund better option ho sakta hai, kyunki iska return stability bhi thoda accha hai.
⚠️ Risk & Cost Analysis
Haan, dono funds ki riskometer very high hai, lekin SBI Small Cap Fund ka Sharpe ratio Quant Mutual Fund Multi Cap Fund se better hai. Volatility bhi SBI Small Cap Fund mein zyada hai, lekin expense ratio kam hai. Sach ye hai, SBI Small Cap Fund better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Dekho, SBI Small Cap Fund ka asset allocation mein Equity 91% hai, jabki Quant Mutual Fund Multi Cap Fund mein Equity 97% hai. Top holdings mein SBI Small Cap Fund mein Aarti Drugs Ltd. aur Hatsun Agro Product Ltd. jaise small-cap stocks hain, jabki Quant Mutual Fund Multi Cap Fund mein HDFC Bank Ltd. aur ICICI Bank Ltd. jaise large-cap stocks hain. Chaliye, SBI Small Cap Fund thoda zyada diversified lagta hai.
SIP Calculator – Compare Growth Potential
SBI Small Cap Fund
₹1267390.94
@13.4% 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?
SBI Small Cap Fund ka 5Y return 14.57% hai, jabki Quant Mutual Fund Multi Cap Fund ka 5Y return 7.6% hai, isliye SBI Small Cap Fund better returns deta hai.
Q2: Is the higher risk fund worth it?
Dekho, SBI Small Cap Fund ka Sharpe ratio 0.39 hai, jabki Quant Mutual Fund Multi Cap Fund ka Sharpe ratio 0.15 hai, isliye SBI Small Cap Fund ki higher risk worth hai.
Q3: Which fund is more cost‑effective?
SBI Small Cap Fund ka expense ratio 0.82% hai, jabki Quant Mutual Fund Multi Cap Fund ka expense ratio 1.68% hai, isliye SBI Small Cap Fund more 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