SBI Mutual Fund, India’s largest fund house, has announced the launch of a new open-ended equity scheme called the SBI Quality Fund.
The scheme aims to help investors grow their wealth over the long term by investing in companies that score high on quality parameters.
It is suitable for investors who prefer stable, sustainable businesses and a quality-focused investment approach.
NFO Dates, Minimum Investment, and Exit Load
The New Fund Offer (NFO) of the SBI Quality Fund will open on January 28, 2026, and will close on February 11, 2026.
Investors can start investing in this scheme with a minimum amount of ₹5,000.
An exit load of 1% will be charged if investors redeem or switch their units within six months from the date of allotment.
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 using a Quality Factor Framework.
The remaining portion of the portfolio may be invested as follows:
Up to 20% in debt and money market instruments
Up to 10% in units of InvITs, as per regulatory norms
The fund aims to maintain a well-balanced portfolio while offering investors exposure to high-quality companies.
Fund Management’s View on the Scheme
SBI Funds Management MD and CEO, Nand Kishore, said the scheme aligns with 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, which can support long-term wealth creation across different market conditions.
Deputy MD and Joint CEO, D.P. Singh, stated that the fund is designed for investors who want to build long-term equity investments by investing in quality companies with strong balance sheets.