SBI Equity Minimum Variance Fund - Growth - Regular Plan

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  • (-0.26%)Nav, as on 12-08-2025

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  • Net Change on 12-08-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to to provide long term capital appreciation by investingin a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfoliovolatility .However there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI Equity Minimum Variance Fund - Regular Plan - Growth -1.96 2.27 -5.84 12.79 17.09 14.20
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Equity Minimum Variance Fund - Regular Plan - Growth Mar 19, 2019 -5.84 12.79 17.09 0.75 223.84
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 3.10 22.82 30.08 1.58 29,718.06
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -3.26 24.40 27.52 1.82 6,602.43
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -0.39 12.14 17.27 1.94 5,665.84
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -7.84 31.88 29.69 1.87 5,278.16
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -10.66 9.94 17.31 1.90 3,571.70

Fund Holdings as on 31-July-2025

  • Hindustan Unilever Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Nestle India Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • ITC Ltd.

  • Tata Consultancy Services Ltd.

  • Tata Consumer Products Ltd.

  • Cipla Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Asian Paints Ltd.

  • HDFC Bank Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • HDFC Life Insurance Company Ltd.

  • Eternal Ltd.

  • Larsen & Toubro Ltd.

  • Mahindra & Mahindra Ltd.

  • Jio Financial Services Ltd.

  • Hero MotoCorp Ltd.

  • NTPC Ltd.

  • Maruti Suzuki India Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • SBI Life Insurance Co. Ltd.

  • JSW Steel Ltd.

  • Power Grid Corporation of India Ltd.

  • Ultratech Cement Ltd.

  • State Bank of India

  • Hindalco Industries Ltd.

  • Coal India Ltd.

  • Bajaj Finserv Ltd.

  • Tata Motors Ltd.

  • Grasim Industries Ltd.

  • Bajaj Auto Ltd.

  • Eicher Motors Ltd.

  • Bajaj Finance Ltd.

  • Tata Steel Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Infosys Ltd.

  • Shriram Finance Ltd.

  • IndusInd Bank Ltd.

  • Wipro Ltd.

  • Adani Enterprises Ltd.

  • Reliance Industries Ltd.

  • Kotak Mahindra Bank Ltd.

  • Axis Bank Ltd.

  • Titan Company Ltd.

  • Bharat Electronics Ltd.

  • Tech Mahindra Ltd.

  • HCL Technologies Ltd.

  • Trent Ltd.

  • TREPS

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Bank - Private

  • IT - Software

  • Consumer Food

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Tea/Coffee

  • Telecommunication - Service Provider

  • Paints

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Insurance

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Steel & Iron Products

  • e-Commerce

  • Engineering - Construction

  • Oil Exploration

  • Bank - Public

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Mining & Minerals

  • Finance - Investment

  • Diversified

  • Automobiles-Trucks/Lcv

  • Port

  • Trading

  • Refineries

  • Diamond & Jewellery

  • Defence

  • Retailing

  • Miscellaneous

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  • Cash

  • Equity

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About SBI Equity Minimum Variance Fund

Scheme Analysis

SBI Equity Minimum Variance Fund is a Equity - Thematic Fund - Other fund and belongs to SBI Mutual Fund. It was launched on 19-Mar-2019 and currently has an AUM of ₹223.84 crore. SBI Equity Minimum Variance Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of SBI Equity Minimum Variance Fund ended down ₹-0.06(-0.26%)yesterday to ₹23.3349.

Among its top 3 holdings the fund has exposure to Hindustan Unilever Ltd., and

The SBI Equity Minimum Variance Fund is managed by Raviprakash Sharma .

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com