Investment Objective and Approach

SBI Quant Fund seeks to generate long-term capital appreciation by investing in equity and equity-related instruments selected based on an in-house quantitative model. The fund employs a multi-factor strategy that balances the strengths and weaknesses of growth, value, quality, and momentum factors to reduce risk and enhance returns.

The fund invests in the top 200 companies by market capitalization, with stock selection based on these four factors, primarily focusing on large-cap and mid-cap companies. The scheme benchmarks its performance against the BSE 200 Total Return Index.

Key Investment Features:

- Multi-Factor Approach: Integrates momentum, value, quality, and growth factors to achieve a well-diversified and balanced portfolio

- Dynamic Allocation: The algorithm dynamically adjusts weights for the four factors based on their relative performance, with allocations returning to equal weight of 25% each when the leading factor reaches 35%

- Asset Allocation: 80%-100% of assets in equity and equity-related instruments selected through the quantitative model

- International Exposure: The fund may allocate up to 35% in foreign securities, including ADRs, GDRs, and ETFs

The fund categorizes stocks based on specific characteristics:

- Growth Stocks: Characterized by high earnings growth

- Value Stocks: Considered undervalued in the market

- Quality Stocks: Demonstrate strong returns on equity, consistent earnings, and low levels of debt

- Momentum Stocks: Chosen based on their price performance

Fund Managers

Sukanya Ghosh serves as the primary fund manager for SBI Quant Fund. She joined SBI Funds Management in 2014 and moved to the Investment Team as a quantitative analyst in 2015. Sukanya is a Commerce graduate from Mumbai University, a Chartered Accountant from the Institute of Chartered Accountants of India, and an FRM charter holder from Global Association of Risk professionals, USA (GARP).

Prior to joining SBI Funds Management, she worked with Axis Asset Management Company Ltd, Fortis Investment Management (India) Pvt. Ltd and Birla Sun Life Asset Management Co. Ltd.

Pradeep Kesavan serves as co-fund manager, specifically overseeing the management of overseas securities within the fund. He holds B.Com, MBA (Finance) and CFA qualifications, and has prior experience with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech.

About the Fund House (AMC)

SBI Mutual Fund stands as one of India's leading asset management companies. As of March 2024, SBI Mutual Fund manages assets worth Rs. 9.14 lakh crores. In early 2019, it moved past Aditya Birla and HDFC Mutual Funds to emerge as the 3rd largest Mutual Fund body in India based on Assets under Management.

SBI Mutual Fund was established on 29th June 1987 as a Trust sponsored by the State Bank of India, registered with SEBI on 23rd December 1993. It operates as a joint venture with AMUNDI Asset Management (a French AMC), with SBI holding a 63% stake and AMUNDI holding 37%.

This is the first-ever quant fund by SBI Mutual Fund, marking its entry into the quantitative investment space. The fund house offers some of India's largest mutual fund schemes, including SBI Liquid Fund, SBI Equity Hybrid Fund, and SBI Bluechip Fund.

Should I Invest in SBI Quant Fund?

SBI Quant Fund is suitable for investors seeking:

- Long-term Growth: The fund suits investors seeking long-term capital appreciation with a focus on India's growth story, offering a diversified, rule-based strategy to optimize risk-adjusted returns

- Systematic Approach: Ideal for investors who believe in the India growth story and want equity investment benefits through a rule-based investing framework that aims to deliver optimal risk-adjusted returns while minimizing behavioral biases

- Diversification Benefits: Multi-factor investing helps smooth out the cyclicality of returns and reduce behavioral biases in factor selection

Investment Parameters (as of December 2024):

- Minimum SIP Amount: Rs. 500

- Minimum Lumpsum Investment: Rs. 5,000

- Exit Load: 0.5% for redemption within 6 months

- Fund Launch: NFO period was December 4-18, 2024

Consider this fund if you have a long investment horizon and prefer quantitative, data-driven investment strategies over traditional fund management approaches.

FAQs

What is today's NAV of SBI Quant Fund?

The latest declared NAV is ₹9.3138 as of August 14, 2025. NAV changes daily based on market movements and can be checked on the SBI Mutual Fund website or financial portals.

What is the AUM of SBI Quant Fund?

The fund has achieved Rs 3,736.14 crores in assets under management. This figure represents the total value of investments in the fund as of recent reporting.

What is the expense ratio of SBI Quant Fund?

The expense ratio of this fund is 1.91%. This represents the annual fee charged by the fund for managing your investments.

What are the returns of SBI Quant Fund since inception?

The fund shows 0% returns for 1 year, 3 year, and 5 year periods as it's newly launched. Historical performance data will become available as the fund operates over time.

What is the minimum SIP amount to invest in SBI Quant Fund?

The minimum SIP investment required is ₹500. You can start a systematic investment plan with this amount monthly.

How do I invest in SBI Quant Fund?

You can invest through Allvest's platform for a seamless investment experience. Alternatively, you can invest directly through SBI Mutual Fund's website, other mutual fund platforms, or through registered distributors.

How to start a SIP in SBI Quant Fund?

Open an account with Allvest, complete KYC verification, select SBI Quant Fund, choose your monthly SIP amount (minimum ₹500), and set up auto-debit instructions from your bank account.

How do I automate an SIP in SBI Quant Fund?

Set up auto-debit mandates through Allvest's platform or your bank's net banking. This ensures automatic monthly deductions and investments without manual intervention.

How can I withdraw/redeem my investment in SBI Quant Fund?

You can redeem investments easily through your investment platform - log into your account, go to the investment section, and place your redemption request. Note the exit load of 0.5% for redemptions within 6 months.