Quant Small Cap Fund vs SBI Small Cap Fund
Over the last 3 years, Quant Small Cap Fund returned 17.4% a year against 11.5% for SBI Small Cap Fund (Direct plans). SBI Small Cap Fund costs less (0.80% a year, Direct). They hold 3 stocks in common; the portfolio overlap is 3%. Data as of 5 Nov 2026.
| Quant Small Cap Fund | SBI Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | quant Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty Smallcap 250 | Nifty Smallcap 250 |
| Age | 13.8 years | 13.0 years |
| AUM | ₹35,054 cr | ₹41,386 cr |
| Direct plan | ||
| Rating | A | C |
| Expense ratio | 0.96% | 0.80% |
| 1Y return | 9.8% | 2.9% |
| 3Y return (a year) | 17.4% | 11.5% |
| 5Y return (a year) | 17.4% | 12.3% |
| 3Y vs index | +4.0% | -1.8% |
| Regular plan | ||
| Rating | A | C |
| Expense ratio | 1.65% | 1.60% |
| 1Y return | 8.9% | 2.1% |
| 3Y return (a year) | 16.4% | 10.6% |
| 5Y return (a year) | 16.2% | 11.2% |
| 3Y vs index | +3.0% | -2.8% |
| Risk and portfolio | ||
| Volatility, 3Y | 18.2% | 15.8% |
| Max fall, 5Y | -25.2% | -22.4% |
| Down capture, 3Y | 91 | 73 |
| Stocks held | 103 | 63 |
| Top 10 holdings | 36% | 27% |
Common questions
Quant Small Cap Fund or SBI Small Cap Fund: which has done better?
Over the last 3 years, Quant Small Cap Fund returned 17.4% a year against 11.5% for SBI Small Cap Fund (Direct plans).
How much do Quant Small Cap Fund and SBI Small Cap Fund overlap?
They hold 3 stocks in common; the portfolio overlap is 3%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.