SBI Equity Minimum Variance Fund - Growth - Regular Plan

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  • (-0.18%)Nav, as on 02-07-2025

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  • Net Change on 02-07-2025

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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 2.55 8.13 1.59 17.67 20.21 14.97
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 1.59 17.67 20.21 0.75 216
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 11.07 28.80 32.40 1.60 28,204.24
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.94 35.30 31.41 1.77 6,863.66
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.92 29.93 30.81 1.82 6,588.71
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 2.86 17.97 20.09 1.93 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.19 36.33 31.74 1.79 5,581.82

Fund Holdings as on 31-May-2025

  • Nestle India Ltd.

  • Hindustan Unilever Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • ITC Ltd.

  • Tata Consultancy Services Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • ICICI Bank Ltd.

  • Cipla Ltd.

  • Tech Mahindra Ltd.

  • Bharti Airtel Ltd.

  • Tata Consumer Products Ltd.

  • Kotak Mahindra Bank Ltd.

  • HDFC Bank Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Asian Paints Ltd.

  • HCL Technologies Ltd.

  • SBI Life Insurance Co. Ltd.

  • HDFC Life Insurance Company Ltd.

  • Bharat Electronics Ltd.

  • Jio Financial Services Ltd.

  • IndusInd Bank Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Eternal Ltd.

  • Titan Company Ltd.

  • Hero MotoCorp Ltd.

  • Mahindra & Mahindra Ltd.

  • Reliance Industries Ltd.

  • Bajaj Auto Ltd.

  • Adani Enterprises Ltd.

  • Axis Bank Ltd.

  • Maruti Suzuki India Ltd.

  • Tata Motors Ltd.

  • Trent Ltd.

  • State Bank of India

  • Larsen & Toubro Ltd.

  • Tata Steel Ltd.

  • Bajaj Finance Ltd.

  • Bajaj Finserv Ltd.

  • Power Grid Corporation of India Ltd.

  • Coal India Ltd.

  • Eicher Motors Ltd.

  • Infosys Ltd.

  • Grasim Industries Ltd.

  • Shriram Finance Ltd.

  • Ultratech Cement Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Wipro Ltd.

  • JSW Steel Ltd.

  • NTPC Ltd.

  • Hindalco Industries Ltd.

  • TREPS

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Consumer Food

  • Household & Personal Products

  • Cigarettes/Tobacco

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Tea/Coffee

  • Insurance

  • Hospital & Healthcare Services

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Power Generation/Distribution

  • Paints

  • Defence

  • Port

  • e-Commerce

  • Diamond & Jewellery

  • Refineries

  • Trading

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Engineering - Construction

  • Retailing

  • Finance - Investment

  • Mining & Minerals

  • Oil Exploration

  • Cement & Construction Materials

  • Diversified

  • Metal - Non Ferrous

  • 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 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 ₹-0.04(-0.18%)yesterday to ₹24.0102.

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