SBI Equity Minimum Variance Fund - Growth - Regular Plan

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  • (-0.1%)Nav, as on 28-03-2025

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  • Net Change on 28-03-2025

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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 5.60 -2.93 0.41 13.87 23.73 14.37
BSE SENSEX - TRI 3.60 -1.37 7.95 11.84 22.30 13.40
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 0.41 13.87 23.73 0.74 197.90
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 11.87 23.42 36.31 1.63 23,859.65
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 2.57 22.82 34.61 1.86 5,629.27
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 15.08 27.59 34.04 1.81 5,517.19
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.99 11.59 21.97 1.95 5,151.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -2.34 28.51 34.25 1.80 4,650.81

Fund Holdings as on 28-February-2025

  • Nestle India Ltd.

  • Hindustan Unilever Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Britannia Industries Ltd.

  • Tata Consultancy Services Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • ITC Ltd.

  • Cipla Ltd.

  • HCL Technologies Ltd.

  • Tech Mahindra Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Kotak Mahindra Bank Ltd.

  • Bajaj Finance Ltd.

  • Bajaj Finserv Ltd.

  • Hindalco Industries Ltd.

  • JSW Steel Ltd.

  • Tata Consumer Products Ltd.

  • Shriram Finance Ltd.

  • Maruti Suzuki India Ltd.

  • SBI Life Insurance Co. Ltd.

  • IndusInd Bank Ltd.

  • Tata Steel Ltd.

  • HDFC Life Insurance Company Ltd.

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • Coal India Ltd.

  • Axis Bank Ltd.

  • Asian Paints Ltd.

  • NTPC Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Wipro Ltd.

  • Titan Company Ltd.

  • Grasim Industries Ltd.

  • Eicher Motors Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Bajaj Auto Ltd.

  • Infosys Ltd.

  • State Bank of India

  • Ultratech Cement Ltd.

  • Hero MotoCorp Ltd.

  • Larsen & Toubro Ltd.

  • Bharat Electronics Ltd.

  • Tata Motors Ltd.

  • Adani Enterprises Ltd.

  • Mahindra & Mahindra Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Power Grid Corporation of India Ltd.

  • Trent 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

  • Automobiles - Passenger Cars

  • Refineries

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • Finance - Investment

  • Metal - Non Ferrous

  • Tea/Coffee

  • Mining & Minerals

  • Paints

  • Oil Exploration

  • Diamond & Jewellery

  • Diversified

  • Port

  • Engineering - Construction

  • Bank - Public

  • Cement & Construction Materials

  • Defence

  • Automobiles-Trucks/Lcv

  • Trading

  • 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 ₹197.90 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 ₹-0.02(-0.1%)yesterday to ₹22.4657.

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