SBI Quality Fund NFO: Launch Date, Investment Objective, Strategy & Key Details
- Gabriela Galeena
- 2 days ago
- 2 min read
SBI Mutual Fund has announced the launch of SBI Quality Fund, an open-ended equity scheme that follows the Quality Factor investing theme. The fund aims to generate long-term capital appreciation by investing in companies identified for strong financial fundamentals, stable earnings, efficient capital allocation, and sound management practices.
The investment objective of the SBI Quality Fund is to generate long-term capital appreciation by investing in equity and 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.
The fund follows an actively managed strategy that combines quantitative and qualitative analysis to identify high-quality companies. Key parameters considered include return on equity (ROE), return on invested capital (ROIC), earnings stability, debt levels, capital allocation discipline, industry positioning, and management quality.
By focusing on financially resilient businesses with sustainable competitive advantages, the fund seeks to deliver better risk-adjusted returns over the long term, especially across market cycles.
NFO Schedule
Launch Date | January 28, 2026 |
End Date | February 11, 2026 |
Scheme re-opens | Within 5 business days from the date of allotment |
Minimum Investment Requirement
Investment Type | Minimum Amount |
|---|---|
Initial Investment (NFO) | ₹5,000 & in multiples of Re.1 thereafter |
Minimum additional investment | ₹1,000 & in multiples of Re.1 thereafter |
Minimum Redemption | ₹500 or 1 Unit or account balance, whichever is lower |
NFO Price per Unit | ₹10 |
Benchmark: Nifty 200 Quality 30 TRI
Exit Load
An exit load of 1% is applicable if units are redeemed or switched out within 6 months from the date of allotment. After 6 months, no exit load is applicable.
No exit load is applicable for switches between plans within the scheme.
Fund Manager
Anup Upadhyay- He has over 14 years of experience in the financial services industry and has previously served SBI Funds Management in roles including Head of Research, Equity Analyst, and Fund Manager. He currently also manages the SBI Balanced Advantage Fund and SBI Flexicap Fund.
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