Upcoming NFO: SBI Mutual Fund Launches SBI Quality Fund

SBI Mutual Fund has announced the launch of the SBI Quality Fund, an open-ended equity scheme built around the quality factor investment theme. The new fund offer (NFO) will open for subscription on January 28, 2026, and close on February 11, 2026.

Investment Objective and Strategy

The scheme seeks to generate long-term capital appreciation by investing in equity and equity-related instruments of companies selected based on quality-oriented parameters. It will follow a factor-based investment approach focused on identifying fundamentally strong businesses, although there is no assurance that the stated investment objective will be achieved.

Asset Allocation

The fund will allocate 80–100% of its portfolio to equity and equity-related instruments identified through the quality factor framework. The remaining portion may be invested in other equity instruments (up to 20%), debt and money market instruments (up to 20%), and units of infrastructure investment trusts (InvITs) up to 10%, subject to regulatory limits.

Also Read: Upcoming NFOs This Week (Jan 27–30, 2026): Edelweiss, Motilal Oswal and Wealth Company Funds Open

Investment Details

During the NFO period, the minimum application amount is ₹5,000, with additional investments allowed in multiples of ₹1. For subsequent purchases, the minimum investment amount will be ₹1,000. The scheme will also be available through systematic investment plans (SIPs) across multiple frequencies.

Fund Management

The SBI Quality Fund will be managed by Anup Upadhyay, who has over 15 years of experience in Indian equity markets. He currently co-manages the SBI Flexicap Fund and SBI Balanced Advantage Fund. According to SBI Mutual Fund, the scheme is designed for investors seeking long-term equity exposure through a quality-focused, actively managed investment strategy within the equity mutual fund category.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a private recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.