SBI Quant Fund

Updated: 06-10-2025 11:40:19 AM

Investment Objective of SBI Quant Fund

SBI Quant Fund aims for capital appreciation in the long-term by making investments in equity and equity related instruments chosen on the basis of a quantitative (quant) model.

Investment Strategy of SBI Quant Fund

The investment strategy followed by SBI Quant Fund is as below:

• The scheme aims to achieve capital appreciation in the long-term by integrating a quant model incorporating technical as well as fundamental factors.
  
• The quant model used by the fund has been designed to generate superior risk-adjusted returns than its benchmark index.
  
• The quant model uses a multi-faceted evaluation process wherein it screens the market for quantitative measures like liquidity and data availability, followed up by stock analysis based on both technical and fundamental parameters.
  
• The quant model uses fundamental factors like value, quality and growth to assess the valuation and growth outlook of companies. The model also employs sub-indicators such as Return of Equity, Sales Growth, Cash Flow, etc. to find out stocks having the potential of generating superior risk adjusted return.
  
• The model also factors in technical parameters such as stock price momentum, volatility, liquidity, historical performance, etc. to identify trends and patterns in stock price movement and thereby, providing analysis beyond the conventional fundamental parameters.
  
• The fund manager regularly reviews and maintains the model and may also rebalance the portfolio based on the output of the model.
  
• The fund manager also retains the discretion to use other parameters like investment signals and economic indicators to supplement the quant model, if necessary.
  
• For hedging and non-hedging reasons, the fund manager may also invest in derivatives.
  

Who Should Invest in SBI Quant Fund?

SBI Quant Fund is ideal for:

• Investors having a very high risk appetite and seeking capital appreciation in the long term.
• Investors who are looking to invest in a portfolio comprising equity and equity related instruments following a Quant-based investment theme.

Frequently Asked Questions

What is the risk level of SBI Quant Fund?
According to the scheme information document published by the fund house, SBI Quant Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in SBI Quant Fund?
SBI Quant Fund does not have a lock-in period. So, the investors of SBI Quant Fund can make redemption requests on any day as per their requirements.

What type of mutual fund is the SBI Quant Fund?
SBI Quant Fund is an open ended equity scheme belonging to the thematic fund category, which follows the quant based investing theme.

Is SBI Quant Fund an open-ended or close-ended scheme?
SBI Quant Fund is an open-ended equity mutual fund scheme.

What is the benchmark index for SBI Quant Fund?
BSE 200 TRI (Total Returns Index) is the benchmark index of the SBI Quant Fund. The fund also has BSE Sensex TRI as its additional benchmark index.