Mumbai: SBI Mutual Fund has announced the launch of SBI Quality Fund, an open-ended equity scheme based on the Quality Factor theme.
The New Fund Offer (NFO) for SBI Quality Fund opens on January 28, 2026, and closes on February 11, 2026.
The investment objective of SBI Quality Fund is to generate long-term capital appreciation by investing in equity and equity-related instruments of companies identified using the Quality Factor.
The scheme follows a disciplined, quality-oriented investment approach; however, there is no assurance that the investment objective will be achieved.
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SBI Quality Fund Investment Objective and Strategy
Commenting on the launch, Nand Kishore, Managing Director & CEO, SBI Funds Management Limited, said that the introduction of SBI Quality Fund reflects the fund house’s long-standing focus on disciplined investing.
He added that the fund aims to invest 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.
D P Singh, Deputy Managing Director & Joint CEO, SBI Funds Management Limited, stated that SBI Quality Fund is designed for investors seeking to build long-term equity exposure to quality businesses with robust fundamentals and healthy balance sheets.
He noted that the active, research-driven framework of the fund offers a clearly defined quality-focused option within investors’ equity portfolios.
Asset Allocation of SBI Quality Fund
The scheme will primarily invest between 80% and 100% of its assets in equity and equity-related instruments (including REITs) identified based on the Quality Factor. The balance allocation may include:
- 0% to 20% in other equity and equity-related instruments (including REITs)
- 0% to 20% in debt securities (including securitized debt and debt derivatives) and money market instruments
- 0% to 10% in units issued by InvITs
All investments will be made in line with SEBI limits specified from time to time.
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SBI Quality Fund NFO Details and Investment Options
The minimum application amount during the NFO period is ₹5,000, and in multiples of ₹1 thereafter. Additional purchases can be made with a minimum of ₹1,000 and in multiples of ₹1 thereafter.
Investors can also invest through Systematic Investment Plans (SIPs) on a daily, weekly, monthly, quarterly, semi-annual, or annual basis.
Further details are available in the Scheme Information Document on the official website of SBI Mutual Fund.
Fund Management
The Fund Manager for SBI Quality Fund is Anup Upadhyay, who has over 15 years of experience in Indian equity markets.
He rejoined SBI Funds Management Limited in November 2024 for his second tenure, having earlier served the fund house from May 2007 to December 2021 in roles including Head of Research, Fund Manager, and Equity Analyst.
Currently, Anup Upadhyay also co-manages the SBI Flexicap Fund and the SBI Balanced Advantage Fund alongside Dinesh Balachandran, Head of Investments.
