SBI Mutual Fund announces the launch of SBI Quality Fund
SBI Mutual Fund, India’s largest fund house, announces the launch of SBI Quality Fund, an open-ended equity scheme following the Quality Factor theme. The New Fund Offer (NFO) opens on January 28, 2026, and closes on February 11, 2026.
The investment objective of the scheme is to generate long-term capital appreciation by investing in Equity & Equity related instruments of companies identified based on the Quality Factor. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Mr. Nand Kishore, MD & CEO, SBI Funds Management Limited, said: "The launch of SBI Quality Fund is aligned with our long-standing focus on disciplined investing. The fund seeks to follow a quality-oriented approach by investing in companies with strong fundamentals, sound governance practices, and sustainable business models, with the objective of participating in long-term wealth creation across market cycles.”
Mr. D P Singh, Deputy MD & Joint CEO, SBI Funds Management Limited, said: “SBI Quality Fund is positioned for investors looking to build long-term equity allocations around quality businesses with strong fundamentals and healthy balance sheets. With an active, research-driven framework, the fund seeks to provide a clearly defined quality-focused option within investors’ equity portfolios.”
The scheme would primarily invest a minimum of 80% and a maximum of 100% of its assets in Equity & Equity-related instruments (including REITs) identified based on the Quality Factor with the balance assets as per the following allocation: 0 to 20% in other Equity & Equity-related instruments (including REITs), 0 to 20% in Debt Securities (including securitized debt & debt derivatives) & Money Market Instruments and 0 to 10% in Units issued by InvITs, with the exposure in line with SEBI limits specified from time to time. The minimum application amount during the NFO is of Rs. 5,000 and in multiples of Re. 1 thereafter with additional purchases of Rs. 1,000 and in multiples of Re. 1 thereafter. Investments can also be done through daily, weekly, monthly, quarterly, semi-annual, and annual SIP (Systematic Investment Plan). For more information, please refer to the Scheme Information Document available on www.sbimf.com
The Fund Manager of SBI Quality Fund is Mr. Anup Upadhyay, who brings over 15 years of experience in the Indian equity markets. He has been associated with the fund house since November 2024 as part of his second tenure, having earlier served from May 2007 to December 2021. During his previous tenure, Mr. Upadhyay held key roles including Head of Research, Fund Manager, and Equity Analyst. At present, Mr. Upadhyay co-manages the SBI Flexicap Fund (an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks), and the SBI Balanced Advantage Fund (an open-ended dynamic asset allocation fund) alongside Mr. Dinesh Balachandran, Head of Investments.
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