MF
MFGenie.ai
Sectoral / Thematic

SBI Quant Fund · Direct · Growth

SBI Mutual Fund

NAV

₹9.1052

as of 29 Sept 2026

Expense Ratio

1.63%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-4.57%
3Y
—
5Y
—
Since Inception
-5.19%

SIP returns (XIRR)

1Y
-14.74%
3Y
—
5Y
—
Since Inception
-7.22%

Returns calculated from 04 December 2024 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
Launch Date04 Dec 2024
AMFI Code153154
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit Load0.5% of the applicable NAV If units purchased or switched in from another scheme of the Fund are redeemed or switched out on or before 6 months from the date of allotment NIL If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 6 months from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026

portfolio shared with SBI Quant Fund- Regular Plan- Growth

Holding% NAV
  1. 1Icici Bank Ltd.9.70%
  2. 2Bajaj Finance Ltd.6.38%
  3. 3Bajaj Auto Ltd.5.79%
  4. 4Tech Mahindra Ltd.5.65%
  5. 5Nestle India Ltd.5.64%
  6. 6Asian Paints Ltd.5.61%
  7. 7Coforge Ltd.5.54%
  8. 8Eicher Motors Ltd.5.45%
  9. 9Hero Motocorp Ltd.5.15%
  10. 10Au Small Finance Bank Ltd.5.10%
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What this fund does

SBI Quant Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

SBI Quant Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 1 years. The current expense ratio is 1.63%.

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