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SBI Mutual Fund Launches New Quality-Focused Equity Fund
SBI Mutual Fund Launches New Quality-Focused Equity Fund
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SBI Mutual Fund Launches New Quality-Focused Equity Fund
SBI Mutual Fund has launched a new open-ended equity scheme called the SBI Quality Fund.
The fund aims to invest in high-quality companies with strong fundamentals that can perform well across market cycles.
The New Fund Offer (NFO) opens on January 28, 2026, and closes on February 11, 2026.
The strategy focuses on businesses with strong balance sheets, stable earnings, good governance, and durable competitive advantages.
The fund will be actively managed, drawing from SBI Mutual Fund’s research universe of around 450 stocks, supported by a team of 25 equity analysts.
Stock selection will start with quantitative screening, focusing on metrics such as high return on capital, low leverage, and consistent cash flows.
Shortlisted companies will then undergo qualitative assessment to evaluate economic moats and long-term sustainability.
The portfolio is expected to have higher exposure to sectors typically associated with quality, such as capital goods, IT, pharmaceuticals, and consumer goods.
The fund will maintain valuation discipline, avoiding investments where strong companies are available only at unattractive prices.
The scheme is designed for investors seeking long-term capital appreciation while aiming to manage volatility through a quality-focused approach.
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