SBI Mutual Fund, the largest fund house in India, has announced the launch of a new open-ended equity scheme called the SBI Quality Fund.
The fund aims to help investors build long-term wealth by investing in companies that score high on the quality factor.
This scheme is suitable for investors who prefer stable, sustainable businesses with strong fundamentals and a long-term growth approach.
NFO Dates, Minimum Investment, and Exit Load
The New Fund Offer (NFO) for the SBI Quality Fund will open on January 28, 2026, and will close on February 11, 2026.
Investors can start investing in this fund with a minimum amount of ₹5,000.
An exit load of 1% will be charged if investors redeem or sell their units within six months from the date of allotment. No exit load will apply after this period.
Investment Strategy and Asset Allocation
According to the fund house, the scheme will invest 80% to 100% of its total assets in equity and equity-related instruments of companies selected under the Quality Factor Framework.
The remaining portion of the portfolio may include:
Other equity instruments
Up to 20% in debt and money market instruments
Up to 10% in units of InvITs, as permitted by regulatory guidelines
The fund aims to maintain a balanced portfolio while focusing on high-quality investment opportunities.
Fund Management’s View on the Scheme
SBI Funds Management MD and CEO Nand Kishore said that the scheme follows the company’s philosophy of disciplined and sound investing.
He added that the fund will focus on companies with strong fundamentals, good corporate governance, and sustainable business models, helping investors create long-term wealth across different market cycles.
Deputy MD and Joint CEO D.P. Singh stated that the fund is ideal for investors who want to build long-term equity exposure by investing in quality companies with strong balance sheets.
