November 26, 2024
mayank
SBI Quant Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the SBI Quant Fund Open Date, Close Date?
NFO opens on December 04, 2024
NFO will close on December 18, 2024
Investment Strategy for this NFO?
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments selected based on quant model theme.
Basic Details
| Fund House | SBI Mutual Fund |
| Issue Open | 04 December 2024 |
| Issue Close | 18 December 2024 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 6 months |
| Riskometer | Very High |
| Benchmark | BSE 200 TRI |
About Benchmark Index for this NFO?
The BSE 200 index is designed to measure the performance of the top 200 companies listed at BSE Ltd., based on size and liquidity across sectors.
The index can be used by Mutual Funds for running passive strategies such as ETFs and Index Funds as well as gauging the performance of companies in the index. This index can also be used for benchmarking of PMS strategies, active MF Schemes and other investment portfolios.
Quick Facts
| Weighting Method | Float -adjusted market cap weighted |
| Rebalancing Frequency | Semiannually in June and December |
| Calculation Frequency | Real time |
| Calculation Currencies | INR,AUD, USD |
| Launch Date | 27th May 1994 |
| First Value Date | 2nd January 1991 |
Fund Managers of SBI Quant Fund
1) Sukanya Ghosh
Education: Ms. Ghosh is a Commerce Graduate and holds a CA degree.
Experience: Prior to this, she had worked as Asst. Manager-Product Development with ABN AMRO AMC and with Birla Sun Life AMC and in the intercompany team of ABN AMRO Central Enterprises Pvt. Ltd.
AMC
SBI Funds Management Ltd
Address: 9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East) Mumbai – 400051
Website: http://www.sbimf.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Is it good to invest in SBI Quant Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
Quicklinks