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What is a “Quant Fund?"

Quant Funds are data-driven investment solutions. Instead of relying on emotional bias or predictions, they use mathematical models to:

Analyze
factor trends
Identify
opportunities
Select
stocks

But what makes them powerful is how they analyze stocks. This brings us to Factor Investing—the science behind Quant Funds.

What is Factor Investing and How Does it Differ from Traditional Passive Strategies?

Investing isn’t just about picking stocks—it’s about understanding what drives returns.

Factor investing focuses on specific traits like value, momentum, and quality to drive returns, while traditional investing emphasizes broad allocation across asset classes, regions, or sectors.

Factor Investing

Traditional Investing

Decision Making

Rule based eliminating emotional bias.

Emotion-driven Constructed based on Fund managers outlook

Diversification

Diversifies accross multiple risk factors

Diversifies based on sector, region, themes or asset classes

Risk Management

Periodic rebalancing based on built-in risk drivers

Rebalancing based on fund managers views

Investment Style

Portfolio construction driven by targeted factor tilts

Focus on sector and stock selection based on fund managers views

The Need to Have a Multi Factor Approach In Portfolio Construction

Cyclical Nature of
Factors

Individual factors tend to perform in different market cycles, leading to periods of outperformance and underperformance.

Multi-Factor
Diversification

Combining multiple factors provides diversification, helping to smooth out the volatility of individual factor performance.

Enhanced
Risk

Adjusted Returns: A multi-factor approach aims to deliver better risk-adjusted returns by balancing the strengths and weaknesses of different factors.

Reduced
Drawdowns

Diversifying across factors can help in mitigating large drawdowns during market downturns.

Investment
Ease

Multi-factor strategies simplify investing by integrating various factors, reducing the need for managing separate allocations.

SBI Quant Fund

SBI Quant Fund is an open-ended equity scheme following Quant based investing theme.

The scheme shall seek to generate long-term capital appreciation by investing in equity and equity related instruments selected based on quant model theme. However, there is no assurance that the investment objective of the scheme will be achieved.

SBI Quant Fund follows the SBI Multi-factor Model

We use a multi-factor strategy, combining Momentum, Quality, Value and Growth to build a diversified portfolio that adapts to market cycles.

By investing across multiple factors, it aims to balance returns and minimize the impact of individual factor shifts.

The fund dynamically adjusts its allocation to favour the best-performing factors, reducing volatility and minimizing behavioural biases.

Our rigorously tested, multi-factor fund blends data-driven insights with proven market factors, adapting efficiently to real-world constraints like liquidity and sector limits.

This balanced approach unites passive stability with active performance potential, offering investors a robust, growth-focused solution for long-term investment and effective risk management across varied market conditions.

Fund Facts

Scheme Name

SBI Quant Fund

Type of Scheme

An open-ended equity scheme following Quant based investing theme.

Investment Objective

The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments selected based on quant model theme. However, there is no assurance that the investment objective of the scheme will be achieved.

Fund Manager

Ms. Sukanya Ghosh
Mr. Pradeep Kesavan is the dedicated fund manager for overseas securities

Plans & Options

Regular & Direct Plan; Both plans provide two options – Growth Option and Income Distribution cum capital withdrawal (IDCW) Option

NFO Open

4th December 2024

NFO Close

18th December 2024

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