Quant Multi Cap Fund vs SBI MultiCap Fund
Over the last 3 years, SBI MultiCap Fund returned 13.9% a year against 10.8% for Quant Multi Cap Fund (Direct plans). In falling months, SBI MultiCap Fund fell less: 79% of the index's fall, against 114%. They hold 7 stocks in common; the portfolio overlap is 11%. Data as of 12 Nov 2026.
| Quant Multi Cap Fund | SBI MultiCap Fund | |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Fund house | quant Mutual Fund | SBI Mutual Fund |
| Benchmark | NIFTY500 Multicap 50:25:25 TRI | NIFTY500 Multicap 50:25:25 TRI |
| Age | 13.8 years | 4.7 years |
| AUM on 30 Oct 2026 | ₹7,258 cr | ₹22,848 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 1.08% | 1.04% |
| 1Y return | 7.7% | 1.5% |
| 3Y return (a year) | 10.8% | 13.9% |
| 5Y return (a year) | 10.7% | – |
| 3Y vs index | -2.1% | +1.0% |
| Rating score, rank | 20 · #22 of 23 | 59 · #7 of 23 |
| Regular plan | ||
| Rating | C | A |
| Expense ratio | 2.01% | 1.82% |
| 1Y return | 6.5% | 0.7% |
| 3Y return (a year) | 9.6% | 13.0% |
| 5Y return (a year) | 9.3% | – |
| 3Y vs index | -3.4% | +0.1% |
| Rating score, rank | 21 · #21 of 23 | 66 · #5 of 23 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 32% | – |
| Deepest fall, 3Y | -25.3% | -15.1% |
| Volatility, 3Y | 17.0% | 13.4% |
| Max fall, 5Y | -25.3% | -15.1% |
| Down capture, 3Y | 114 | 79 |
| Stocks held | 55 | 71 |
| Top 10 holdings | 43% | 29% |
| Large / mid / small caps | 29 / 33 / 31% | 34 / 26 / 32% |
| Largest sector | Pharmaceuticals & Biotechnology | Banks |
Common questions
Quant Multi Cap Fund or SBI MultiCap Fund: which is better?
On our track-record ratings (Direct plans), Quant Multi Cap Fund is rated C and SBI MultiCap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Quant Multi Cap Fund or SBI MultiCap Fund: which has done better?
Over the last 3 years, SBI MultiCap Fund returned 13.9% a year against 10.8% for Quant Multi Cap Fund (Direct plans).
How much do Quant Multi Cap Fund and SBI MultiCap Fund overlap?
They hold 7 stocks in common; the portfolio overlap is 11%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated multi cap funds this month · All multi cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.