SBI Equity Minimum Variance Fund - Growth - Direct Plan

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  • 0.09 %Nav, as on 11-09-2025

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  • Net Change on 11-09-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 - Direct Plan - Growth 4.62 1.54 -5.40 14.21 18.25 15.05
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 - Direct Plan - Growth Mar 19, 2019 -5.40 14.21 18.25 0.42 224.30
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 1.60 23.49 32.05 0.63 29,871.10
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 2.40 29.80 30.41 0.52 7,509.40
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 1.00 25.99 29.34 0.73 6,490.27
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -0.35 13.47 18.45 1.34 5,604.75
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -8.30 27.78 32.30 0.54 5,227.05

Fund Holdings as on 31-August-2025

  • Hindustan Unilever Ltd.

  • Nestle India Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • ITC Ltd.

  • Tata Consultancy Services Ltd.

  • Cipla Ltd.

  • Tata Consumer Products Ltd.

  • ICICI Bank Ltd.

  • Asian Paints Ltd.

  • Bharti Airtel Ltd.

  • HDFC Bank Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • HDFC Life Insurance Company Ltd.

  • Eternal Ltd.

  • Hero MotoCorp Ltd.

  • Maruti Suzuki India Ltd.

  • Eicher Motors Ltd.

  • Bajaj Auto Ltd.

  • Ultratech Cement Ltd.

  • Mahindra & Mahindra Ltd.

  • Hindalco Industries Ltd.

  • Larsen & Toubro Ltd.

  • State Bank of India

  • NTPC Ltd.

  • Titan Company Ltd.

  • Grasim Industries Ltd.

  • SBI Life Insurance Co. Ltd.

  • Tata Motors Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Coal India Ltd.

  • JSW Steel Ltd.

  • Jio Financial Services Ltd.

  • Bajaj Finserv Ltd.

  • Bajaj Finance Ltd.

  • Wipro Ltd.

  • Power Grid Corporation of India Ltd.

  • Tata Steel Ltd.

  • Infosys Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Kotak Mahindra Bank Ltd.

  • Reliance Industries Ltd.

  • Axis Bank Ltd.

  • Tech Mahindra Ltd.

  • Bharat Electronics Ltd.

  • IndusInd Bank Ltd.

  • Shriram Finance Ltd.

  • Adani Enterprises Ltd.

  • Trent Ltd.

  • HCL Technologies 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

  • Automobile Two & Three Wheelers

  • Paints

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Insurance

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Steel & Iron Products

  • e-Commerce

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Engineering - Construction

  • Bank - Public

  • Diamond & Jewellery

  • Diversified

  • Automobiles-Trucks/Lcv

  • Mining & Minerals

  • Oil Exploration

  • Finance - Investment

  • Port

  • Refineries

  • Defence

  • Retailing

  • Trading

  • 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 ₹224.30 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 up ₹0.02(0.09%)yesterday to ₹24.8452.

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