SBI Mutual Fund has launched a new passively managed equity scheme — SBI Nifty100 Low Volatility 30 Index Fund, now open for subscription from 8th July to 22nd July 2025. The fund aims to track the performance of the Nifty100 Low Volatility 30 Index, which is composed of 30 large-cap stocks with historically lower price fluctuations. Designed for investors seeking long-term growth with potentially reduced volatility, this fund offers exposure to stable blue-chip names.
Key NFO Details
| Particulars | Details |
| Fund Name | SBI Nifty100 Low Volatility 30 Index Fund (Direct – Growth) |
| NFO Period | 08 July 2025 to 22 July 2025 |
| Allotment Date | 28 July 2025 |
| Category | Equity – Large Cap Index |
| Risk Level | Very High |
| Fund Type | Open-ended |
| Benchmark | Nifty100 Low Volatility 30 Index |
| Minimum Investment | ₹5000 (lumpsum), ₹500 (SIP) |
| Exit Load | 0.25% if redeemed within 15 days |
Investment Objective
The scheme seeks to deliver returns that closely correspond to the performance of the Nifty100 Low Volatility 30 Index, subject to tracking error. The index comprises 30 stocks from the Nifty 100 universe that have shown the least volatility over a one-year period. This makes the fund suitable for long-term investors who prefer a relatively smoother ride through market cycles.
How Does This Compare with the Category?
While this fund is new and has no performance history yet, the category it belongs to — large cap index funds — has delivered solid long-term returns. Here’s how the Nifty100 Low Volatility 30 Index has performed over different periods:
| Time Period | Index Returns (CAGR) |
| 1 Year | 7.34% |
| 3 Years | 14.43% |
| 5 Years | 15.02% |
| 7 Years | 15.12% |
| 10 Years | 14.08% |
| 15 Years | 12.98% |
| Since Inception | 12.13% |
If the SBI fund tracks the index effectively, investors could benefit from consistent, low-volatility compounding over the long run.
Should You Invest in This NFO?
You may consider investing if:
- You want large-cap exposure with relatively lower market volatility.
- You prefer index-based investing with transparent stock selection.
- You are comfortable with long-term wealth creation and less short-term fluctuation.
- You are seeking cost-effective diversification through passive management.
However, note:
- Being a new fund, there is no track record of how closely it can replicate the index.
- Passive funds do not aim to outperform but only to mirror the benchmark, so returns are limited to the index’s performance minus expenses.
About SBI Mutual Fund
SBI Mutual Fund is one of India’s largest asset management companies with an AUM of ₹11,45,315 crore as of 30 June 2025. Known for its wide product range and strong distribution network, SBI MF manages over 70 schemes across categories.
Some of its top-performing equity funds include:
| Fund Name | 1Y Return | 5Y CAGR |
| SBI Contra Fund | 0.98% | 33.10% |
| SBI PSU Fund | -4.77% | 31.92% |
| SBI Small Cap Fund | 0.64% | 30.13% |
| SBI Infrastructure Fund | -3.67% | 30.05% |
| SBI Midcap Fund | 3.83% | 29.50% |
| SBI Consumption Opportunities Fund | -0.32% | 28.20% |
The fund house’s strong management team and historical performance lend credibility to its new passive offerings as well.
Final Thoughts
For investors looking to add a large cap, low-volatility component to their equity portfolio, the SBI Nifty100 Low Volatility 30 Index Fund NFO presents a compelling option. With its focus on stability, passive structure, and proven index performance, it could be a valuable addition for long-term goals.
That said, as with any new fund, reviewing the scheme document and aligning the investment with your risk tolerance and financial horizon is essential before making a commitment.
