💼 SBI Nifty200 Quality 30 Index Fund: A New Avenue for Quality Investing

 Discover the features, benefits, and investment details of the newly launched SBI Nifty200 Quality 30 Index Fund. Learn how this fund offers exposure to high-quality stocks for long-term wealth creation.


SBI Mutual Fund, India's largest fund house, has introduced the SBI Nifty200 Quality 30 Index Fund, an open-ended index scheme designed to replicate the performance of the Nifty200 Quality 30 Index. This fund aims to provide investors with a cost-effective way to invest in a curated portfolio of high-quality companies.

🧾 Fund Overview

  • Fund Name: SBI Nifty200 Quality 30 Index Fund

  • Fund Type: Open-ended equity index fund

  • Benchmark: Nifty200 Quality 30 Total Return Index

  • Fund Manager: Viral Chhadva

  • NFO Period: May 16, 2025 – May 29, 2025

  • Minimum Investment:

    • Lump Sum: ₹5,000

    • Additional Purchase: ₹1,000 and in multiples of ₹1 thereafter

    • SIP: ₹500 and in multiples of ₹1 thereafter

  • Exit Load: 0.25% if redeemed within 15 days; Nil thereafter

  • Risk Level: Very High

📈 Investment Objective

The scheme seeks to provide returns that correspond to the total returns of the securities as represented by the Nifty200 Quality 30 Index, subject to tracking error. The index comprises 30 companies selected from the Nifty 200 based on quality parameters such as:

  • Return on Equity (ROE)

  • Financial Leverage (Debt/Equity Ratio)

  • Earnings Growth Variability

Each stock's weight in the index is determined by combining its quality score with the square root of its free-float market capitalization, capped at 5% to ensure diversification.

🧠 Why Consider This Fund?

  • Quality Exposure: Invests in companies with strong fundamentals and consistent performance.

  • Cost-Effective: Being a passive fund, it typically has lower expense ratios compared to actively managed funds.

  • Diversification: Limits exposure to any single stock, reducing concentration risk.

  • Flexibility: Offers various SIP frequencies—daily, weekly, monthly, quarterly, semi-annual, and annual.

🎥 Featured Video: Understanding the SBI Nifty200 Quality 30 Index Fund



Title: Index Funds For Beginners — The Best Stock Market Investment

Duration: 13:51 minutes
Channel: ClearValue Tax

📌 How to Invest

Investors can subscribe to the SBI Nifty200 Quality 30 Index Fund during the NFO period through:

  • SBI Mutual Fund's official website

  • Authorized mutual fund distributors

  • Online investment platforms and apps

For more details and to invest, visit the SBI Mutual Fund official website.

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