According to the fund house, the scheme aims to generate long-term capital appreciation by investing in equity and equity-related instruments of companies selected on the basis of quality-related parameters. The scheme will follow a factor-based investment approach and does not guarantee achievement of its stated investment objective.
The fund will invest between 80% and 100% of its assets in equity and equity-related instruments identified using the quality factor framework. The remaining allocation may include up to 20% in other equity instruments, up to 20% in debt and money market instruments, and up to 10% in units of infrastructure investment trusts (InvITs), in line with regulatory limits.
The minimum application amount during the NFO is ₹5,000, with subsequent investments allowed in multiples of Re 1. Additional purchases will require a minimum of ₹1,000. The scheme will also be available through systematic investment plans (SIPs) across multiple frequencies.
Anup Upadhyay will manage the fund. He has over 15 years of experience in Indian equity markets and currently co-manages the SBI Flexicap Fund and SBI Balanced Advantage Fund.
SBI Mutual Fund stated that the scheme is designed for investors seeking long-term equity exposure through a quality-focused investment framework. The fund will operate as an actively managed strategy within the equity category.
