Introduction
Quantitative investing is revolutionizing the way we invest, relying on data, algorithms, and statistical models to make smarter investment decisions. The SBI Quant Fund NFO capitalizes on this approach, offering investors an opportunity to participate in a structured, data-driven equity investment strategy.
With the increasing focus on disciplined investing, the quant model eliminates emotional biases, providing a robust platform for long-term wealth creation.
Investment Objective of the SBI Quant Fund NFO
The SBI Quant Fund NFO aims to generate long-term capital appreciation by investing in equity and equity-related instruments selected through a quant-based model. This systematic approach identifies growth opportunities while maintaining a well-diversified portfolio.
Why Invest in SBI Quant Fund NFO?
- Algorithm-Driven Approach By using quantitative models, this fund eliminates human biases, relying instead on historical data and statistical methods to select investments.
- Diversified Portfolio The fund ensures sectoral and stock diversification, which helps in risk management.
Key Details of SBI Quant Fund
| SBI Quant Fund | |
| Attributes | Details |
| Fund House/ Asset Management Company | SBI Mutual Fund |
| Risk Profile | Very High |
| Fund Manager | Ms. Sukanya Ghosh , Mr. Pradeep Kesavan |
| Category | Equity – Thematic Fund |
| NFO Opens | 04 Dec 2024 |
| NFO Closes | 18 Dec 2024 |
| Benchmark Index | BSE 200 TRI |
| Exit Load | 0.5% if redeemed/switched within 6 months; NIL after 6 months. |
| Minimum Application Amount | ₹5,000 and multiples of ₹1 thereafter. |
Portfolio Allocation of the Fund
The asset allocation of the fund is as follows:
| Instrument Type | Indicative Allocation (% of total assets) |
| Equity & equity-related instruments (quantitative model) | 80 – 100% |
| Other equity & equity-related instruments | 0 – 20% |
| Debt securities, money market instruments, and Tri-Party Repo | 0 – 20% |
| Units issued by REITs and InvITs | 0 – 10% |
Understanding Risks and Returns
As an equity fund, SBI Quant Fund NFO carries a very high-risk rating, making it suitable for investors with a long-term horizon and a higher risk tolerance.
While the quant model can mitigate emotional investment decisions, market fluctuations can impact short-term returns.
Expert team of Fund Managers
Ms. Sukanya Ghosh
Ms. Sukanya Ghosh, a Chartered Accountant with expertise in quantitative research, has over 10 years of experience in the financial sector. She joined SBIFML in January 2023 after her role at MSCI Inc. and previously worked at SBI Funds Management for 8 years.
Funds Managed: SBI Quant Fund, SBI Flexi cap Fund.
Mr. Pradeep Kesavan
Mr. Pradeep Kesavan, a CFA charter holder with 18+ years of experience, specializes in equity strategy and overseas investments. Before joining SBIFML in 2021, he worked at Elara Securities, Accenture Solutions, and Morgan Stanley.
Fund Managed: SBI Quant Fund, SBI International Access – US Equity FoF.
Conclusion
The SBI Quant Fund NFO is ideal for investors seeking long-term growth through a systematic investment approach. Start investing through a Systematic Investment Plan (SIP) to reduce the impact of market volatility. Use a SIP calculator on the best SIP platform to estimate potential returns and plan your financial goals effectively.
The SBI Quant Fund offers a unique opportunity for investors to embrace data-driven investing in equity markets. With its structured quant-based approach, diversified portfolio, and expert management, it’s a compelling option for long-term wealth creation.
Suggested Read – Best Mutual Funds to Invest in 2025 for Market Growth
