SBI Equity Minimum Variance Fund - Growth - Regular Plan

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  • (-0.82%)Nav, as on 09-01-2026

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  • Net Change on 09-01-2026

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  • Assets (Cr.)

  • Expense Ratio

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 -0.24 1.42 5.12 13.07 13.08 13.96
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 5.12 13.07 13.08 0.75 221.49
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 12.07 22.46 25.37 1.56 34,778.96
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 4.21 29.22 21.15 1.74 8,380.36
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 8.32 23.91 23.42 1.82 6,549.15
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 13.08 27.79 28.00 1.85 5,816.55
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.30 14.41 12.80 1.93 5,706.67

Fund Holdings as on 31-December-2025

  • Nestle India Ltd.

  • ITC Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Hindustan Unilever Ltd.

  • Cipla Ltd.

  • Asian Paints Ltd.

  • Tata Consumer Products Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • HDFC Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • HDFC Life Insurance Company Ltd.

  • Shriram Finance Ltd.

  • Titan Company Ltd.

  • HCL Technologies Ltd.

  • Hindalco Industries Ltd.

  • Reliance Industries Ltd.

  • SBI Life Insurance Co. Ltd.

  • Tech Mahindra Ltd.

  • State Bank of India

  • Axis Bank Ltd.

  • Infosys Ltd.

  • Larsen & Toubro Ltd.

  • Kotak Mahindra Bank Ltd.

  • Wipro Ltd.

  • Mahindra & Mahindra Ltd.

  • Bajaj Auto Ltd.

  • Tata Steel Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Eicher Motors Ltd.

  • Maruti Suzuki India Ltd.

  • Grasim Industries Ltd.

  • Coal India Ltd.

  • JSW Steel Ltd.

  • Bajaj Finserv Ltd.

  • Jio Financial Services Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Bharat Electronics Ltd.

  • Bajaj Finance Ltd.

  • NTPC Ltd.

  • Ultratech Cement Ltd.

  • Power Grid Corporation of India Ltd.

  • Max Healthcare Institute Ltd.

  • Trent Ltd.

  • Interglobe Aviation Ltd.

  • Adani Enterprises Ltd.

  • Eternal Ltd.

  • Tata Motors Passenger Vehicles Ltd.

  • TREPS

  • Kwality Walls India Ltd.

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Consumer Food

  • Cigarettes/Tobacco

  • IT - Software

  • Household & Personal Products

  • Paints

  • Tea/Coffee

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Insurance

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Steel & Iron Products

  • Power Generation/Distribution

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Refineries

  • Bank - Public

  • Engineering - Construction

  • Port

  • Mining & Minerals

  • Diversified

  • Finance - Investment

  • Oil Exploration

  • Defence

  • Cement & Construction Materials

  • Retailing

  • Airlines

  • Trading

  • e-Commerce

  • Unspecified

  • 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 ₹221.49 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 ₹-0.2(-0.82%)yesterday to ₹24.3684.

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