SBI Equity Minimum Variance Fund - Growth - Direct Plan

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  • (-0.38%)Nav, as on 13-10-2025

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  • Net Change on 13-10-2025

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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 -0.86 0.97 -5.02 14.86 17.29 14.71
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 -5.02 14.86 17.29 0.42 222.61
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 4.09 24.88 33.92 0.64 30,802.31
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 2.78 31.78 29.20 0.52 7,766.16
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 -0.08 28.18 30.65 0.75 6,607.50
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -0.13 15.60 17.92 1.35 5,613.26
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 0.53 33.47 34.55 0.85 5,521.37

Fund Holdings as on 30-September-2025

  • Hindustan Unilever Ltd.

  • Nestle India Ltd.

  • Sun Pharmaceutical Industries 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.

  • Hero MotoCorp Ltd.

  • Maruti Suzuki India Ltd.

  • Eternal Ltd.

  • Eicher Motors Ltd.

  • Hindalco Industries Ltd.

  • Mahindra & Mahindra Ltd.

  • Bajaj Finance Ltd.

  • JSW Steel Ltd.

  • State Bank of India

  • Bajaj Auto Ltd.

  • NTPC Ltd.

  • Tata Steel Ltd.

  • Larsen & Toubro Ltd.

  • Coal India Ltd.

  • Bajaj Finserv Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Tata Motors Ltd.

  • Ultratech Cement Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Grasim Industries Ltd.

  • SBI Life Insurance Co. Ltd.

  • Axis Bank Ltd.

  • Adani Enterprises Ltd.

  • Power Grid Corporation of India Ltd.

  • Bharat Electronics Ltd.

  • Kotak Mahindra Bank Ltd.

  • Shriram Finance Ltd.

  • Titan Company Ltd.

  • Reliance Industries Ltd.

  • Jio Financial Services Ltd.

  • Wipro Ltd.

  • Infosys Ltd.

  • IndusInd Bank Ltd.

  • Tech Mahindra Ltd.

  • HCL Technologies Ltd.

  • Trent Ltd.

  • TREPS

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Bank - Private

  • Consumer Food

  • IT - Software

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Tea/Coffee

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Paints

  • Insurance

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Power Generation/Distribution

  • e-Commerce

  • Metal - Non Ferrous

  • Bank - Public

  • Engineering - Construction

  • Mining & Minerals

  • Finance - Investment

  • Automobiles-Trucks/Lcv

  • Oil Exploration

  • Cement & Construction Materials

  • Port

  • Diversified

  • Trading

  • Defence

  • Diamond & Jewellery

  • Refineries

  • 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 ₹222.61 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 ₹-0.09(-0.38%)yesterday to ₹24.6555.

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