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Sectoral / Thematic📊 NIFTY200 QUALITY 30 TRI

SBI Quality Fund · Regular · Growth

SBI Mutual Fund

NAV

₹10.4136

as of 13 Jul 2026

Expense Ratio

see scheme documents

AUM

₹1,048 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+4.14%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+19.97%

Returns calculated from 28 January 2026 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

We don't show backtest scenarios for this fund yet — its NAV history has an unresolved discontinuity we're still verifying. Returns above are unaffected.

Performance Comparison

Sectoral allocation

as of 31 May 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY200 QUALITY 30 TRI ✓
Launch Date28 Jan 2026
AMFI Code154175
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit Load1% if redeemed switched out within 6 months from the date of allotment Nil after 6 months from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 May 2026
Holding% NAV
  1. 1Treps7.71%
  2. 2Bajaj Auto Ltd.7.07%
  3. 3Nestle India Ltd.5.30%
  4. 4Bharat Electronics Ltd.4.96%
  5. 5Icici Bank Ltd.4.18%
  6. 6Marico Ltd.4.15%
  7. 7Cummins India Ltd.3.94%
  8. 8Tvs Motor Company Ltd.2.48%
  9. 9Coforge Ltd.2.38%
  10. 10Persistent Systems Ltd.2.31%
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Investment Objective

SBI Quality Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

SBI Quality Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹1,048 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY200 QUALITY 30 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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