myplexus

NFO Monitor

Fund Fact

Name of Funds:

SBI Quant

Opening:

4th December 2024

Closing:

18th December 2024

Minimum Investment:

Rs. 5000/- & in multiples of Re.1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% of NAV if redeemed on or before 6 months from the date of allotment.

Fund Stats

Objective:

The investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments selected based on quant model theme.

Benchmark:

BSE 200

Fund Manager:

Sukanya Ghosh, Pradeep Kesavan

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Axis Quant Fund	0.37(6M)	16.13(1Y)
ICICI Prudential Quant Fund	5.10(6M)	22.35(1Y)

Fund Prognosis

Idea Distiller

I am always fascinated by the quant approach. The use of numeric to choose the components and make the exercise bias free.

Fund House AAUM:
Rs 110088617.2 Lakhs(as on 30th September, 2024)
Fund Manager:
Combined experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A difficult task but if the schematics gets right, the returns could be so much more than the competition. But every one such fund so far has failed.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028