Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    SBI Quant
  • Opening:
    4th December 2024
  • Closing:
    18th December 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5000/- & in multiples of Re.1 thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.5% of NAV if redeemed on or before 6 months from the date of allotment.
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP 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.