- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ 22.8442 ↓ -1.51%
[as on 27 March, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of quant Quantamental Fund - Growth Option - Direct Plan and its peers as on 27 March, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| quant Quantamental Fund - Growth Option - Direct Plan | -10.53% | -1.51% | -1.49% | -7.94% | -9.65% | 2.19% | 19.13% | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -12.96% | -2.07% | -1.09% | -8.7% | -13.09% | -8.96% | 11.62% | 15.36% | 13.63% | 14.88% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -12.61% | -2.24% | -0.95% | -10.59% | -12.07% | -3.46% | 12.26% | 10.75% | 11.9% | 12.42% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 0.78% | 1.53% | 0.74% | -1.67% | 0.39% | 2.66% | 27.04% | 18.94% | 21.36% | 13.22% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | -10.47% | -2.07% | -2.16% | -9.51% | -9.75% | -2.8% | 18.56% | 19.21% | 17.71% | 16.19% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | -2.2% | -1.52% | -2.43% | -10.51% | -0.18% | 11.92% | 32.82% | 27.41% | 19.26% | 15.9% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | - | - | 28.44% | 38.75% | 15.48% | 8.33% |
Discrete returns (monthly)
| Month | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 |
|---|
| Returns | 5.49% | 3.2% | -3.34% | -0.69% | 2.27% | 1.92% | 2.62% | -0.32% | -6.05% | 1.65% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|
| Returns | 16.2% | -10.89% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 77.00% |
6.26% (Arbitrage: 0.00%) |
0.00% |
0.00% |
-2.65% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| Adani Enterprises Limited | ADANIENT (INE423A01024) | Metals & Minerals Trading | 8.60% |
| Piramal Finance Ltd | INE202B01038 | N.A. | 8.46% |
| Jio Financial Services Limited | JIOFIN (INE758E01017) | Finance | 8.29% |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 7.50% |
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | Finance | 6.44% |
| DLF Limited | DLF (INE271C01023) | Realty | 6.25% |
| HDFC Life Insurance Co Ltd | HDFCLIFE (INE795G01014) | Insurance | 5.48% |
| Adani Power Limited | ADANIPOWER (INE814H01029) | Power | 4.34% |
| Adani Green Energy Limited | ADANIGREEN (INE364U01010) | Power | 4.28% |
| Aurobindo Pharma Limited | AUROPHARMA (INE406A01037) | Pharmaceuticals & Biotechnology | 3.44% |
| JSW Steel Limited | JSWSTEEL (INE019A01038) | Ferrous Metals | 3.07% |
| Bajaj Auto Limited | BAJAJ-AUTO (INE917I01010) | Automobiles | 3.03% |
| Kotak Mahindra Bank Limited | KOTAKBANK (INE237A01028) | Banks | 2.94% |
| Samvardhana Motherson International Ltd | MOTHERSON (INE775A01035) | Auto Components | 2.87% |
| Lupin Limited | LUPIN (INE326A01037) | Pharmaceuticals & Biotechnology | 1.04% |
| SUN TV Network Limited | SUNTV (INE424H01027) | Entertainment | 0.96% |
Debt
| Name | Rating | Weight % |
|---|
| 91 Days Treasury Bill 18-Dec-2025 | N.A. | 1.11% |
| 91 Days Treasury Bill 28-Nov-2025 | N.A. | 0.76% |
| 91 Days Treasury Bill 04-Dec-2025 | N.A. | 0.76% |
| 91 Days Treasury Bill 02-Jan-2026 | N.A. | 0.76% |
| 91 Days Treasury Bill 08-Jan-2026 | N.A. | 0.76% |
| 91 Days Treasury Bill 15-Jan-2026 | N.A. | 0.76% |
| 91 Days Treasury Bill 23-Jan-2026 | N.A. | 0.76% |
| 91 Days Treasury Bill 20-Nov-2025 | N.A. | 0.29% |
| 91 Days Treasury Bill 29-Jan-2026 | N.A. | 0.29% |
Portfolio data is as on date 31 October, 2025
NAV history
quant Quantamental Fund - Growth Option - Direct Plan - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 27 March, 2026 | 22.8442 | -1.51% |
| 25 March, 2026 | 23.1948 | 1.77% |
| 24 March, 2026 | 22.7908 | 1.4% |
| 23 March, 2026 | 22.4757 | -3.08% |
| 20 March, 2026 | 23.1893 | 0.34% |
| 19 March, 2026 | 23.1097 | -2.67% |
| 18 March, 2026 | 23.7445 | 0.83% |
| 17 March, 2026 | 23.5487 | 0.52% |
| 16 March, 2026 | 23.4273 | 0.9% |
| 13 March, 2026 | 23.2192 | -1.99% |
| 12 March, 2026 | 23.6907 | -0.17% |
| 11 March, 2026 | 23.7318 | -1.05% |
| 10 March, 2026 | 23.9835 | 1.06% |
| 9 March, 2026 | 23.732 | -1.41% |
| 6 March, 2026 | 24.0724 | -1.29% |
| 5 March, 2026 | 24.3869 | 1.17% |
| 4 March, 2026 | 24.1058 | -1.93% |
| 2 March, 2026 | 24.5791 | -0.95% |
| 27 February, 2026 | 24.8155 | -1.2% |
| 26 February, 2026 | 25.1181 | -0.08% |
| 25 February, 2026 | 25.1393 | 0.62% |
| 24 February, 2026 | 24.9854 | -0.51% |
| 23 February, 2026 | 25.1127 | 0.88% |
| 20 February, 2026 | 24.894 | 0.17% |
| 19 February, 2026 | 24.8513 | -1.2% |
| 18 February, 2026 | 25.1536 | -0.03% |
| 17 February, 2026 | 25.1617 | 0.77% |
| 16 February, 2026 | 24.9699 | 1.25% |
| 13 February, 2026 | 24.6614 | -1.53% |
| 12 February, 2026 | 25.0443 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of quant Quantamental Fund - Growth Option - Direct Plan?
The latest NAV of quant Quantamental Fund - Growth Option - Direct Plan is 22.8442 as on 27 March, 2026.
What are YTD (year to date) returns of quant Quantamental Fund - Growth Option - Direct Plan?
The YTD (year to date) returns of quant Quantamental Fund - Growth Option - Direct Plan are -10.53% as on 27 March, 2026.
What are 1 year returns of quant Quantamental Fund - Growth Option - Direct Plan?
The 1 year returns of quant Quantamental Fund - Growth Option - Direct Plan are 2.19% as on 27 March, 2026.
What are 3 year CAGR returns of quant Quantamental Fund - Growth Option - Direct Plan?
The 3 year annualized returns (CAGR) of quant Quantamental Fund - Growth Option - Direct Plan are 19.13% as on 27 March, 2026.