Should I invest in SBI Quant Fund?

We don't give personal investment advice. SBI Quant Fund- Direct Plan- Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

SBI

SBI Quant Fund- Direct Plan- Growth

Latest NAV

₹9.8650

As of

17 Jul 2026

387 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.83%	-0.05%	+0.88	23 / 258	Q1
1W	+0.12%	-0.18%	+0.30	77 / 258	Q2
2W	+0.20%	-0.17%	+0.37	129 / 259	Q2
1M	+0.13%	+1.63%	-1.49	212 / 259	Q4
3M	-3.66%	+4.83%	-8.48	256 / 259	Q4
6M	-7.11%	+4.61%	-11.72	242 / 250	Q4
YTD	-6.94%	+2.98%	-9.92	237 / 247	Q4
1Y	+0.37%	+5.46%	-5.09	174 / 235	Q3
2Y	—	—	—	—	—
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-0.79%	+12.07%	-12.86	242 / 259	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-6.94%	+3.40%	-10.34	235 / 244
2025	+5.04%	+4.41%	+0.63	86 / 208
2024	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.54%

7 windows

min -0.1% · max 17.3%

86% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026
Franklin India Multi-Factor Fund- Direct- Growth	Franklin India	₹9.6426	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹9.8650
16 Jul 2026	₹9.7835
15 Jul 2026	₹9.8206
14 Jul 2026	₹9.7842
13 Jul 2026	₹9.8595
10 Jul 2026	₹9.8535
9 Jul 2026	₹9.7699
8 Jul 2026	₹9.7226
7 Jul 2026	₹9.8938
6 Jul 2026	₹9.8902

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of SBI Quant Fund- Direct Plan- Growth is ₹9.8650. It's a Sectoral/Thematic Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Quant Fund- Direct Plan- Growth has NAV history starting from 31 Dec 2024, a track record of about 1 year 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

SBI Quant Fund- Direct Plan- Growth is managed by SBI. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Quant Fund- Direct Plan- Growth has delivered a absolute return of 0.37% — -5.09 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #174 of 235 in its category — the third (Q3) quartile.

SBI Quant Fund- Direct Plan- Growth doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

SBI Quant Fund- Direct Plan- Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

SBI Quant Fund- Direct Plan- Growth doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

A ₹10,000 monthly SIP in SBI Quant Fund- Direct Plan- Growth over the last 1 year — total invested ₹120,000 — would be worth ₹118,426 today. That's an XIRR (money-weighted annualised return) of -2.42%.

SBI Quant Fund- Direct Plan- Growth doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹118,426 — XIRR -2.42%.

SBI Quant Fund- Direct Plan- Growth doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

SBI Quant Fund- Direct Plan- Growth doesn't have a computed drawdown figure yet.

Consistency stats for SBI Quant Fund- Direct Plan- Growth need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, SBI Quant Fund- Direct Plan- Growth returned 5.04% — beating the Sectoral/Thematic Fund category average of 4.41% by 0.63 pp. It ranked #86 of 208 in its category that year.

SBI Quant Fund- Direct Plan- Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI Quant Fund- Direct Plan- Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

SBI Quant Fund- Direct Plan- Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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