SBI Equity Minimum Variance Fund - Growth - Direct Plan

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  • (-0.71%)Nav, as on 08-05-2025

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  • Net Change on 08-05-2025

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  • Assets (Cr.)

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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 8.16 1.54 4.25 16.06 22.64 15.13
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 4.25 16.06 22.64 0.41 209.22
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 14.86 26.10 35.84 0.74 25,696.42
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 3.56 25.37 33.07 0.88 6,161.56
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 12.79 33.67 34.10 0.57 6,046.75
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 9.61 15.99 22.66 1.34 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -2.93 30.38 35.48 0.51 5,342.23

Fund Holdings as on 30-April-2025

  • Nestle India Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Hindustan Unilever Ltd.

  • ITC Ltd.

  • Tata Consultancy Services Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Cipla Ltd.

  • ICICI Bank Ltd.

  • Tata Consumer Products Ltd.

  • Bharti Airtel Ltd.

  • Tech Mahindra Ltd.

  • Kotak Mahindra Bank Ltd.

  • HDFC Bank Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Asian Paints Ltd.

  • HCL Technologies Ltd.

  • SBI Life Insurance Co. Ltd.

  • IndusInd Bank Ltd.

  • HDFC Life Insurance Company Ltd.

  • Eternal Ltd.

  • Jio Financial Services Ltd.

  • Titan Company Ltd.

  • Reliance Industries Ltd.

  • Mahindra & Mahindra Ltd.

  • Axis Bank Ltd.

  • Maruti Suzuki India Ltd.

  • Power Grid Corporation of India Ltd.

  • Grasim Industries Ltd.

  • Bharat Electronics Ltd.

  • Eicher Motors Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Hero MotoCorp Ltd.

  • State Bank of India

  • Bajaj Auto Ltd.

  • Ultratech Cement Ltd.

  • Adani Enterprises Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • NTPC Ltd.

  • Bajaj Finserv Ltd.

  • Trent Ltd.

  • JSW Steel Ltd.

  • Coal India Ltd.

  • Bajaj Finance Ltd.

  • Larsen & Toubro Ltd.

  • Tata Motors Ltd.

  • Infosys Ltd.

  • Shriram Finance Ltd.

  • Wipro Ltd.

  • Hindalco Industries Ltd.

  • Tata Steel Ltd.

  • TREPS

  • Net Receivable / Payable

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  • Consumer Food

  • Pharmaceuticals & Drugs

  • IT - Software

  • Household & Personal Products

  • Bank - Private

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Steel & Iron Products

  • Insurance

  • Power Generation/Distribution

  • Refineries

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Finance - Investment

  • Metal - Non Ferrous

  • Tea/Coffee

  • Diversified

  • Mining & Minerals

  • Defence

  • Oil Exploration

  • Paints

  • Cement & Construction Materials

  • Bank - Public

  • Port

  • Engineering - Construction

  • Diamond & Jewellery

  • Trading

  • Automobiles-Trucks/Lcv

  • 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 ₹216.84 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 ₹-0.17(-0.71%)yesterday to ₹23.5877.

Among its top 3 holdings the fund has exposure to Nestle India 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