Sbi Quant Fund Datagrid
Category Quant Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 13-03-2026
NAV ₹9.54(R) -2.86% ₹9.67(D) -2.86%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 8.45% -% -% -% -%
Direct 9.72% -% -% -% -%
Nifty 500 TRI 7.03% 15.05% 12.45% 13.56% 14.3%
SIP (XIRR) Regular -2.09% -% -% -% -%
Direct -0.93% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
SBI Quant Fund- Regular Plan- Income Distribution Cum Capital Withdrawal Option (IDCW) 9.54
-0.2800
-2.8600%
SBI Quant Fund- Regular Plan- Growth 9.54
-0.2800
-2.8600%
SBI Quant Fund- Direct Plan- Growth 9.67
-0.2800
-2.8600%
SBI Quant Fund- Direct Plan- Income Distribution cum Capital Withdrawal Option (IDCW) 9.67
-0.2800
-2.8600%

Review Date: 13-03-2026


Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.59 -8.21
-7.70
-8.92 | -5.62 9 | 11 Average
3M Return % -6.02 -9.72
-7.97
-9.79 | -6.02 1 | 11 Very Good
6M Return % -0.38 -7.62
-5.71
-9.59 | -0.38 1 | 11 Very Good
1Y Return % 8.45 7.03
7.57
3.96 | 11.76 4 | 11 Good
1Y SIP Return % -2.09
-7.22
-11.71 | -2.09 1 | 10 Very Good
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.51 -8.21 -7.62 -8.82 | -5.50 9 | 11 Average
3M Return % -5.76 -9.72 -7.75 -9.63 | -5.76 1 | 11 Very Good
6M Return % 0.18 -7.62 -5.25 -8.86 | 0.18 1 | 11 Very Good
1Y Return % 9.72 7.03 8.66 4.61 | 13.30 4 | 11 Good
1Y SIP Return % -0.93 -6.30 -10.17 | -0.93 1 | 10 Very Good
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Sbi Quant Fund NAV Regular Growth Sbi Quant Fund NAV Direct Growth
13-03-2026 9.5376 9.6738
12-03-2026 9.8184 9.9583
11-03-2026 9.8644 10.0047
10-03-2026 10.0455 10.1881
09-03-2026 9.8988 10.0391
06-03-2026 10.1328 10.2755

Fund Launch Date: 26/Dec/2024
Fund Category: Quant Fund
Investment Objective: To generate long-term capital appreciation by investing in equity and equity-related instruments using quantitative strategies.
Fund Description: An open-ended equity scheme using quantitative models for stock selection.
Fund Benchmark: Nifty 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.