SBI Equity Minimum Variance Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.26%
NAV: ₹24.35 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of SBI Equity Minimum Variance Fund Direct-Growth

  • ₹194.3 Cr
    AUM
  • ₹24.35
    NAV
  • 0.52%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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SBI Equity Minimum Variance Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.26% NA 4.02%
6 Months -0.15% NA 14.62%
1 Year -2.71% -2.71% -1.34%
2 Years -0.80% -0.40% 21.55%
3 Years 26.40% 8.12% 20.06%
5 Years 52.76% 8.84% 23.47%
7 Years 134.39% 12.94% NA
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As on Thu Nov 05, 2026

Asset Allocation of SBI Equity Minimum Variance Fund Direct-Growth

equities

99.12%

other assets or cash equivalents

0.88%
Large Cap: 95.54%
Mid Cap: 4.46%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Hindustan Unilever Ltd
8.88%
Hindustan Unilever Ltd
8.87%
Nestle India Ltd
8.47%
Nestle India Ltd
8.47%
Nestle India Ltd
8.56%
 
Top Sectors
Consumer Staples
153.32%
Healthcare
16.38%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About SBI Equity Minimum Variance Fund Direct-Growth

SBI Equity Minimum Variance Fund Direct-Growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 19 Mar 2019, the fund aims Long term Capital appreciation. To generate income by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility. It manages assets worth ₹194.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.52%.
The portfolio allocation consists of 99.12% in equities, 0.88% in other assets or cash equivalents.Managed by Raviprakash Sharma, it has delivered a return of -2.71% in the last year, a total return since inception of 12.47%.
Choosing the right best sip has an important role in systematic investing.

Read more
  • Pradeep Kesavan

    Fund Manager

  • Mr. Kesavan has done B.Com, MBA (Finance) and CFA

    Manager Education

  • Raviprakash Sharma

    Fund Manager

  • Mr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA).

    Manager Education

Key Metrics of SBI Equity Minimum Variance Fund Direct-Growth

  • Standard Deviation
    14.91%
  • Mean
    7.80%
  • Sharpe Ratio
    0.15%
  • Alpha
    -2.37%
  • Beta
    0.89%
  • Sortino Ratio
    0.20%

SBI Equity Minimum Variance Fund Direct-Growth Fund Details

Fund Names SBI Equity Minimum Variance Fund Direct-Growth
Inception Date 19 Mar 2019
Lock In No Lock-in
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
SBI Equity Minimum Variance Fund Direct-Growth Fund Returns Comparison

Compare SBI Equity Minimum Variance Fund Direct-Growth with other mutual funds in the same category

SBI Equity Minimum Variance Fund Direct-Growth

Bharat 22 ETF-Growth

ICICI Prudential Bharat 22 FOF Direct-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bharat 22 ETF-Growth trend ₹9,531 3.60% -3.08% -1.52% 15.00% 19.85%
ICICI Prudential Bharat 22 FOF Direct-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.62%
ICICI Prudential Bharat 22 FOF-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.61%
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
Franklin India Opportunities Direct Fund-IDCW trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 -1.80% -4.61% -3.29% 17.97% 15.38%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from SBI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
SBI Comma Fund-Growth increase ₹1,208 2.02% -3.16% -2.79% 5.63% 15.09%
SBI Comma Fund Direct-Growth increase ₹1,208 2.12% -2.92% -2.39% 6.45% 15.86%
SBI Comma Fund-IDCW increase ₹1,208 2.02% -3.16% -2.79% 5.63% 15.09%
SBI Comma Fund Direct-IDCW increase ₹1,208 2.12% -2.92% -2.39% 6.45% 15.86%
SBI Equity Minimum Variance Fund Regular-Growth increase ₹194 6.22% -3.34% -0.32% -3.03% 7.77%
SBI Equity Minimum Variance Fund Regular-IDCW increase ₹194 6.22% -3.34% -0.32% -3.03% 7.77%
SBI Equity Minimum Variance Fund Direct-IDCW increase ₹194 6.25% -3.26% -0.15% -2.71% 8.12%
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increase growth is based on 1-month returns of the funds

SBI Equity Minimum Variance Fund Direct-Growth Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Monthly Investment
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 ₹21.24 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 ₹24.46 14.98% 16.70% -
HDFC Defence Fund Regular-Growth trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-Growth trend ₹11,493 ₹30.01 35.52% - -
HDFC Defence Fund Regular-IDCW trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-IDCW trend ₹11,493 ₹30.01 35.52% - -
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 ₹253.70 17.97% 15.38% 15.44%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 ₹284.31 19.46% 16.59% 16.50%
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Top funds are based on Fund AUM

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SBI Equity Minimum Variance Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hindustan Unilever LtdConsumer Staples8.88%₹19.87 Cr
Hindustan Unilever LtdConsumer Staples8.87%₹19.75 Cr
Nestle India LtdConsumer Staples8.47%₹19.45 Cr
Nestle India LtdConsumer Staples8.47%₹19.45 Cr
Nestle India LtdConsumer Staples8.56%₹18.96 Cr
Nestle India LtdConsumer Staples8.90%₹18.74 Cr
Nestle India LtdConsumer Staples8.32%₹18.60 Cr
Itc LtdConsumer Staples8.04%₹18.46 Cr
Itc LtdConsumer Staples8.04%₹18.46 Cr
Nestle India LtdConsumer Staples8.62%₹18.37 Cr
Nestle India LtdConsumer Staples8.74%₹18.26 Cr
Nestle India LtdConsumer Staples8.63%₹18.05 Cr
Nestle India LtdConsumer Staples8.63%₹18.05 Cr
Nestle India LtdConsumer Staples8.63%₹18.05 Cr
Nestle India LtdConsumer Staples8.63%₹18.05 Cr
Nestle India LtdConsumer Staples8.32%₹18.01 Cr
Hindustan Unilever LtdConsumer Staples8.37%₹17.83 Cr
Hindustan Unilever LtdConsumer Staples8.21%₹17.77 Cr
Sun Pharmaceutical Industries LtdHealthcare7.90%₹17.66 Cr
Sun Pharmaceutical Industries LtdHealthcare8.48%₹17.63 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Bharat 22 ETF-Growth increase ₹113.85 15.00% 19.85% -
ICICI Prudential Bharat 22 FOF Direct-Growth increase ₹33.32 14.85% 19.62% -
ICICI Prudential Bharat 22 FOF-Growth increase ₹33.31 14.85% 19.61% -
ICICI Prudential India Opportunities Fund Direct-Growth increase ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund Direct-IDCW increase ₹24.46 14.98% 16.70% -
Franklin India Opportunities Direct Fund-Growth increase ₹284.31 19.46% 16.59% -
Franklin India Opportunities Direct Fund-IDCW increase ₹38.41 19.46% 16.59% -
ICICI Prudential India Opportunities Fund-Growth increase ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund-IDCW increase ₹21.24 13.89% 15.45% -
Franklin India Opportunities Fund Regular-Growth increase ₹253.70 17.97% 15.38% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

SBI Equity Minimum Variance Fund Direct-Growth

What is the current AUM of SBI Equity Minimum Variance Fund Direct-Growth?

As of Wed Sep 30, 2026, SBI Equity Minimum Variance Fund Direct-Growth manages assets worth ₹194.3 crore

What is the long-term performance of SBI Equity Minimum Variance Fund Direct-Growth?

  • 3 Years CAGR: 8.12%
  • 5 Years CAGR: 8.84%
  • Since Inception: 12.47%

What is the portfolio composition of SBI Equity Minimum Variance Fund Direct-Growth?

Equity: 99.12%, Others: 0.88%.

Who manages SBI Equity Minimum Variance Fund Direct-Growth?

SBI Equity Minimum Variance Fund Direct-Growth is managed by Raviprakash Sharma from SBI Mutual Fund.

What is the market-cap allocation of SBI Equity Minimum Variance Fund Direct-Growth?

Large Cap: 95.54%, Mid Cap: 4.46%.

Which are the top companies SBI Equity Minimum Variance Fund Direct-Growth has invested in?

  • Hindustan Unilever Ltd – 8.88% of the fund's portfolio
  • Hindustan Unilever Ltd – 8.87% of the fund's portfolio
  • Nestle India Ltd – 8.47% of the fund's portfolio
  • Nestle India Ltd – 8.47% of the fund's portfolio
  • Nestle India Ltd – 8.56% of the fund's portfolio

Which are the major sectors SBI Equity Minimum Variance Fund Direct-Growth focuses on?

  • Consumer Staples – 153.32% of the fund's portfolio
  • Healthcare – 16.38% of the fund's portfolio
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