SBI Mutual Fund plans with more SIP returns than Quant MF in 10 years

SBI Mutual Fund plans with more SIP returns than Quant MF in 10 years 

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Aug 11, 2023

Rajeev Kumar

While many equity schemes offered by Quant Mutual Fund have outperformed other funds in their respective categories, two schemes of SBI MF given higher returns in 10 years. Let’s have a look.

Before moving further, readers should note that this exercise is for informational purposes only. It is not intended to recommend any of the funds mentioned in this story.

Data* shows that SBI MF’s Mid Cap and Small Cap funds have outperformed Quant Mid and Small Cap Funds in 10 years.

Source: AMFI website as on August 11

Source: AMFI website as on August 11

The following is a comparison of direct plans returns of equity mutual schemes offered by both fund houses in 10 years.

SBI Magnum Midcap Fund: 23.13% Quant Mid Cap Fund: 18.35%

Quant vs SBI: Mid Cap Funds in 10 years

*Direct plan returns. Source: AMFI website as on August 11

SBI Small Cap Fund: 28.64% Quant Small Cap Fund: 18.06

Quant vs SBI: Small Cap Funds in 10 years

*Direct plan returns. Source: AMFI website as on August 11

Quant Large and Mid Cap Fund: 22.35% SBI Large & Midcap Fund: 19.71%

Quant vs SBI: Large & Mid Cap Funds in 10 years

*Direct plan returns. Source: AMFI website as on August 11

SBI Flexicap Fund: 18.77% Quant Flexi Cap Fund: 25.07%

Quant vs SBI: Flexi Cap Funds in 10 years

*Direct plan returns. Source: AMFI website as on August 11

Quant Tax Plan: 24.95% SBI Long Term Equity Fund: 17.45%

Quant vs SBI: ELSS Funds in 10 years

*Direct plan returns. Source: AMFI website as on August 11

SBI Infrastructure Fund: 18.72% Quant Infrastructure Fund: 22.89%

Quant vs SBI: Thematic Funds in 10 years

*Direct plan returns. Source: AMFI website as on August 11

Quant Focused Fund: 20.70% SBI Focused Equity Fund: 19.13%

Quant vs SBI: Focused Funds in 10 years

*Direct plan returns. Source: AMFI website as on August 11

Disclaimer: Mutual Fund investments are subject to market risks. Please consult your financial advisor before investing.

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