SBI Equity Minimum Variance Fund - IDCW - Direct Plan

Other Plans and Options
  • 0.3 %Nav, as on 18-03-2026

  • Previous Nav

  • Net Change on 18-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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 - Income Distribution cum Capital Withdrawal Option (IDCW) -6.31 -7.23 5.09 12.61 12.03 12.82
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 - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 19, 2019 5.09 12.61 12.03 0.41 216.34
ICICI Prudential India Opportunities Fund - Direct Plan - IDCW Option Jan 15, 2019 11.07 22.81 21.65 0.65 35,665.82
ICICI Prudential Business Cycle Fund Direct Plan IDCW Jan 18, 2021 12.49 21.95 18.87 0.73 16,201.80
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 10.14 26.95 19.48 0.56 8,428.48
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 17.39 25.14 21.33 0.78 6,600.72
SBI PSU Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 25.22 32.91 27.91 0.80 6,545.08

Fund Holdings as on 28-February-2026

  • Nestle India Ltd.

  • Hindustan Unilever Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • ITC Ltd.

  • Cipla Ltd.

  • Tata Consumer Products Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Asian Paints Ltd.

  • Tata Consultancy Services Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Bharti Airtel Ltd.

  • SBI Life Insurance Co. Ltd.

  • HDFC Life Insurance Company Ltd.

  • State Bank of India

  • Tata Steel Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Bharat Electronics Ltd.

  • Power Grid Corporation of India Ltd.

  • Axis Bank Ltd.

  • Eicher Motors Ltd.

  • NTPC Ltd.

  • JSW Steel Ltd.

  • Titan Company Ltd.

  • Shriram Finance Ltd.

  • Ultratech Cement Ltd.

  • Coal India Ltd.

  • Bajaj Auto Ltd.

  • Tata Motors Passenger Vehicles Ltd.

  • Max Healthcare Institute Ltd.

  • Larsen & Toubro Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Bajaj Finance Ltd.

  • Hindalco Industries Ltd.

  • Grasim Industries Ltd.

  • Bajaj Finserv Ltd.

  • Adani Enterprises Ltd.

  • Kotak Mahindra Bank Ltd.

  • Interglobe Aviation Ltd.

  • Mahindra & Mahindra Ltd.

  • Trent Ltd.

  • Maruti Suzuki India Ltd.

  • Reliance Industries Ltd.

  • Eternal Ltd.

  • HCL Technologies Ltd.

  • Jio Financial Services Ltd.

  • Tech Mahindra Ltd.

  • Wipro Ltd.

  • Infosys Ltd.

  • TREPS

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Consumer Food

  • Household & Personal Products

  • Cigarettes/Tobacco

  • IT - Software

  • Tea/Coffee

  • Hospital & Healthcare Services

  • Insurance

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Paints

  • Steel & Iron Products

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Bank - Public

  • Oil Exploration

  • Defence

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Mining & Minerals

  • Engineering - Construction

  • Port

  • Metal - Non Ferrous

  • Finance - Investment

  • Diversified

  • Trading

  • Airlines

  • Retailing

  • Refineries

  • e-Commerce

  • Miscellaneous

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Fund Manager

  • Education:CA, B.Com, FRM, Certificate in Quantitative Finance
  • Experience:10
  • Basic Details:Sukanya Ghosh joined SBIFML in January 2023 and focusses on quantitative research. Prior to joining SBIFML, she was working with MSCI Inc., Mumbai Previously, she also worked with SBI Funds Management Limited from December 2014 to September, 2022. Entire cumulative work experience of 10 years is centered around Quantitative Research
  • Funds Managed:
  • SBI Equity Minimum Variance Fund
  • SBI Quant Fund
  • SBI Equity Minimum Variance Fund
  • SBI Quant Fund

  • 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 ₹216.34 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 ₹0.07(0.3%)yesterday to ₹23.3278.

Among its top 3 holdings the fund has exposure to Nestle India Ltd., and

The SBI Equity Minimum Variance Fund is managed by Sukanya Ghosh .

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com