Sbi Funds Management Limited · NSE:SBIFUNDS
Sbi Funds Management — SBI Mutual Fund — Investor Presentation (January 2026)
21 slides from Sbi Funds Management's investor presentation, January 2026
Slide 1: Presenting SBI Quality Fund
eft SBIMUTUAL FUND PARTNER FOR LIFE better than /Presenting ; quantity. 4 SB/ Quality Fund 7” An open-ended equity scheme following Quality Factor theme SBI Quality Fund is suitable for investors who are seeking* N FO Pe r i (e) d * Long term Capital appreciation. " “ * An open ended equity scheme i
Slide 2: What is Quality Investing?
What is Quality Investing? Like the finest coffee beans, a quality-focused business is carefully cultivated – built on strong fundamentals, supported by enduring competitive strengths, and designed to navigate changing market environments over time. Quality Investing emphasises substance over scale,
Slide 3: What is Quality Investing?
What is Quality Investing? The investing equivalent of building a team with high quality players.. Long Innings High Batting Average Rare Ducks, Strong Defence Performance Across Pitches 1/21/2026 3
Slide 4: What is Quality Investing?
What is Quality Investing? “A truly great business must have an enduring “moat” that protects excellent returns on invested capital…a formidable barrier such as a company’s being the low- cost producer…or possessing a powerful world-wide brand (Coca-Cola, Gillette…) is essential for sustained succes
Slide 5: Examples of Moat & High-Quality Businesses
Examples of Moat & High-Quality Businesses Durable Economic Moat : Technology Moat Economies of Scale Higher Profitability Low Debt Network Effect Earnings Stability Large Market Size Strong Brand Equity High Switching Cost Disclaimer - The stock logos shown above are for illustrative purposes only
Slide 6: Why Invest in A Quality Fund?
Why Invest in A Quality Fund? Strong Returns: Nifty200 Quality 30 Index - 93% More Profit than Nifty 50 over last 20 years Relatively Better Peace of Mind: • Lower Volatility – Nifty200 Quality 30 Index ~10% less volatile than NSE 500, ~30% less volatile than Nifty 200 Value 30 Index • Lower Drawdow
Slide 7: Strong Returns: 93% More Profit than Nifty
Strong Returns: 93% More Profit than Nifty over last 20 Yrs (Rebase to lakh) 35,000 Nifty 200 Quality 30 Index TRI Nifty 50 TRI 30,000 25,000 30.62x CAGR : 17.91% 20,000 15,000 10,000 5,000 16.34x CAGR : 14.40% 0 Dec-05 Aug-06 Dec-07 Aug-08 Dec-09 Aug-10 Dec-11 Aug-12 Dec-13 Aug-14 Dec-15 Aug-16 Dec
Slide 8: Strong Returns: Beaten Broader Market Cap Benchmarks
Strong Returns: Beaten Broader Market Cap Benchmarks 2,500.00 Nifty 200 Quality 30 Index TRI Nifty 100 TRI (Large cap) Nifty Smallcap 250 TRI Nifty Midcap 150 TRI 2,000.00 1,500.00 1,000.00 500.00 0.00 In the long run - Quality investing philosophy has outperformed the Broader market cap indices. So
Slide 9: Relatively Better Peace of Mind: Lower Drawdown
Relatively Better Peace of Mind: Lower Drawdown YUAN GLOBAL FINANCIAL TAPER TANTRUM COVID - 19 DEVALUATION & CRISIS CRISIS BREXIT 2.7% -1.1% -3.8% -11.4% -18.0% -18.0% -28.2% -37.0% -37.1% -53.9% -58.5% -62.8% Nifty 200 Quality 30 Index TRI Nifty 200 TRI Nifty 50 TRI The Nifty 200 Quality 30 Index h
Slide 10: Relatively Better Peace of Mind: Lower Volatility
Relatively Better Peace of Mind: Lower Volatility Standard Deviation (Annual) 30.0% 26.2% 25.0% 20.3% 20.0% 18.0% 15.0% 10.0% 5.0% NIFTY200 QUALITY 30 NSE500 NIFTY200 VALUE 30 The Nifty 200 Quality 30 Index exhibits lower volatility. Source www.niftyindices.com. The above graph is used to explain th
Slide 11: Why Invest Now? Quality May Stage a Comeback
Why Invest Now? Quality May Stage a Comeback 3 year return - NIFTY200 QUALITY 30 vs NIFTY200 VALUE 30 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% -40.0% Dec-21 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13 Dec-14 Dec-15 Dec-16 Dec-17 Dec-18 Dec-19 Dec-20 Dec-22 Dec-23 Dec-24 Dec-25 Apr-08 Aug-08 A
Slide 12: Investing Philosophy (1/2)
Investing Philosophy (1/2) Companies with high quality of operations may generate more wealth over the long term, than companies with mediocre or poor quality of operations. Aims to maintain long-term perspective. Quality advantages and better returns bloom over years, not months. Leopard can’t chan
Slide 13: Investing Philosophy (2/2)
Investing Philosophy (2/2) What we won’t do… Buy a weak business simply because its available cheap – often leads to value traps, not value creation. Buy companies that cannot generate higher Return on Capital in steady state. Buy companies growing fast by risking their balance sheet. Buy turnaround
Slide 14: Portfolio Construction Process
Portfolio Construction Process Step 1 Step 2 Step 3 Step 4 Stocks screened on numerical Quality filters Currently, approx. 450 - High ROE After detailed analysis, Well-diversified Portfolio stocks are covered by shortlist stocks that fits of Quality stocks - Low Debt our analysts our selection crite
Slide 15: How Will We Select Stocks?
How Will We Select Stocks? Our stock selection follows a disciplined framework built on multiple high-conviction parameters Widening Moat: Companies widening their economic Caterpillars: Companies that moat through greater scale, have the makings of a future improving brand equity, high-quality ente
Slide 16: Spotting Caterpillars: Beyond Numbers
Spotting Caterpillars: Beyond Numbers Marks of a Future Quality Business What Fit 5-10 Years Back Consistently high R&D investment in a Divis, Biocon promising product family Platform business, high network effect Policybazaar, Zomato, CDSL Large scale build-up in a business with Airtel, Jio, Avenue
Slide 17: Case Study: Bharti Airtel
Case Study: Bharti Airtel 2017 • Airtel’s stock had underperformed the market for the last 10 years. It appeared poor quality on historical numbers. • However, it had the makings of a high-quality company. It had built a durable moat. It had the largest telecom network and best customer franchise, w
Slide 18: Why Invest in an Actively Managed Quality Fund
Why Invest in an Actively Managed Quality Fund ➢ Quality Benchmark (Nifty 200 Quality 30) ignores earnings growth potential of companies • It filters based on 3 factors: ROE, Debt to Equity and Historical Earnings Volatility ➢ Benchmark is purely number focused and backward looking. It ignores compa
Slide 19: About SBI Quality Fund
About SBI Quality Fund Type of Scheme SBI Quality Fund is an open-ended equity scheme following Quality Factor theme Investment The investment objective of the scheme is to generate long-term capital appreciation by investing in Equity & Objective Equity related instruments of companies identified b
Slide 20: SBI Quality Fund: Fund Facts
SBI Quality Fund: Fund Facts Scheme Name NFO Open Date: January 28, 2026 SBI Quality Fund NFO Close Date: February 11, 2026 Plans & Options Regular & Direct Plan; Both plans provide two options – Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option – “IDCW Re-investment” and “I
Slide 21: Disclaimer
Disclaimer This presentation is for information purposes only and is not an offer to sell or a solicitation to buy any mutual fund units/securities. The views expressed herein are based on the basis of internal data, publicly available information & other sources believed to be reliable. Any calcula
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