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SBI Equity Minimum Variance Fund icon

SBI Equity Minimum Variance Fund

Thematic-OtherRank #44
Not Rated

NAV (2026-10-09)

₹22.18

AUM

₹194.26 Cr

Exp. Ratio: 0.85%

RISK LEVEL

Very High

Returns & Performance

1 Year-8.91%8.53% vs cat avgRank #38
3 Year4.82%7.60% vs cat avgRank #13
5 Year6.30%4.63% vs cat avgRank #9
Since Launch11.09%3.41% vs cat avg

Fund vs Category Average

1Y
-8.91%-8.53%
3Y
4.82%-7.60%
5Y
6.30%-4.63%

Pros & Cons

Pros

✔No lock-in period

Cons

✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖1Y category rank outside top 15 (#38)
✖Overall rank #44 in category
✖Returns since launch below category avg
ISININF200KA1A48
NAV₹22.18
NAV Date2026-10-09
AUM₹194.26 Cr
Expense Ratio0.85%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29

INVESTMENT OBJECTIVE

The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.

Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Sukanya Ghosh

Ms. Ghosh is a Commerce Graduate and holds a CA degree.

Prior to this, she had worked as Asst. Manager-Product Development with ABN AMRO AMC and with Birla Sun Life AMC and in the intercompany team of ABN AMRO Central Enterprises Pvt. Ltd.

Top Holdings

CompanySectorAsset Value (Cr)Asset %
Sun Pharmaceutical Industries Ltd.Healthcare₹16.038.25
Apollo Hospitals Enterprise Ltd.Healthcare₹15.507.98
Nestle India Ltd.Consumer Staples₹14.967.70
Britannia Industries Ltd.Consumer Staples₹15.077.20
Hindustan Unilever Ltd.Consumer Staples₹11.265.80
ITC Ltd.Consumer Staples₹10.415.36
Cipla Ltd.Healthcare₹9.364.82
Tata Consumer Products Ltd.Consumer Staples₹9.274.77
Dr. Reddy's Laboratories Ltd.Healthcare₹11.134.70

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of SBI Equity Minimum Variance Fund is ₹22.18 as of 2026-10-09.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.