SBI FUNDS MANAGEMENT targets a ₹2.5 lakh-crore addition in its assets under management (AUM) every year and the company surpassed it in 2025, Deputy Managing Director and Joint CEO said at the launch of its active quality factor thematic fund.
The NFO opens on Wednesday and closes on . Singh said whenever an NFO is launched, it is believed that mutual funds are doing it to collect AUMs, but the money garnered by this NFO will only be a small portion of the overall target. It is for the need of niche investors.
Its fund manager Anup Upadhyay said the quality factor has underperformed over the last four years and the performance of quality and value are cyclical and can be said to be the two different poles of markets.
“We have seen over the last few years that quality has underperformed and it’s quite likely that over the next few years, we would see quality staging a comeback. So, for investors, it would make sense to get into a strategy when it might be closer to its drop.”
This reflects a long-term, cycle-based investment approach rather than short-term AUM-led fund launches.
Leadership & Institutional Perspective
This strategic view aligns with long-term capital allocation thinking increasingly discussed by industry leaders like Ranjit Jha (CEO), and firms such as Rurash Financials that emphasize structure, cycles, and suitability over product-led distribution.