SBI Quant Fund

March 28, 2026 RA Jainee Leave a reply

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SBI Quant Fund

⚖️ Sahifund Review – SBI Quant Fund ✔

PLUS: Stability, track record, cost efficiency
SBI Quant Fund offers a rules-based investing approach, which can appeal to investors looking for emotion-free stock selection backed by a systematic model. Despite being new, the fund has delivered a decent 1-year return of 9.93%, beating both the BSE 500 TRI and the broader quant category average over the same period. Its portfolio is fairly focused yet diversified with 31 stocks, allowing meaningful exposure without becoming excessively scattered. The fund also benefits from the credibility and research ecosystem of SBI Mutual Fund, one of India’s most trusted fund houses. With a valuation-conscious portfolio (P/E around 16.3 and P/B around 2.99), the fund appears relatively balanced versus many expensive thematic peers. For investors wanting to add a factor-based or model-driven SIP allocation, the category remains relevant as a tactical diversifier.

MINUS: Large AUM, large-cap bias, momentum lag
The biggest issue is that the fund is still too new to judge properly, with just about 1 year of track record and negative return since launch, making long-term consistency unproven. Its expense ratio of 0.97% is on the higher side compared to some peer quant funds offering lower-cost access. The fund also carries an extremely high turnover of 241%, which reflects aggressive churning and can increase execution risk and portfolio volatility. There is also a clear large-cap bias (nearly 79%), which may limit alpha in phases where mid and small caps outperform sharply. Compared to peers like ABSL Quant or Quant Quantamental, the fund does not yet stand out as a category leader. Investors should also remember that quant funds can underperform for extended periods if model signals fail to align with market leadership trends.

Sahifund View (Decisive Line):
A promising new-age quant fund with strong brand backing, but limited history and high churn mean it should be treated as a satellite SIP bet, not a core portfolio anchor.

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail. 

Suitable For Which Investors? 
Quant-driven funds are suitable for investors: 
1. Seeking exposure in a diversified set of stocks selected based on a quant model for high returns 
2. Aiming for long term wealth creation 
3. With a 5+ year investment horizon 
4. Who are at ease with the market’s ups and downs 
Note:
• Invest only through SIP 

Fund’s Investment Strategy: 
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments selected based on quant model theme. 

Fund Manager: 

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.