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SBI Equity Minimum Variance Fund

SBI Equity Minimum Variance Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

NAV Performance

SBI Equity Minimum Variance Fund performance graph for last 3 years
Performance of SBI Equity Minimum Variance Fund for last 3 Years

Fund Information

  • ₹ 15.454

    as on 03 Dec 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 98 Cr.

    as on 03 Dec 2021
  • 0.72%

    since 31 May 2021
  • 19 Mar 2019

  • Equity - Sectoral/Thematic

  • Nifty 50 TRI

  • SBI Mutual Fund

    Show All Funds
  • SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

SBI Equity Minimum Variance Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 19 Mar 2019. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Equity funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 15.454 as on 03 Dec 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 0.72%. Ideally you shoulds compare this fund with the benchmark Nifty 50 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

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.

List of Fund Managers of SBI Equity Minimum Variance Fund

  • About Raviprakash Sharma

    Picture of Raviprakash SharmaMr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA). Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.20% 15.98% 38.30% 94.99% 70.45% 42.10% 33.56% 25.52% 80.32% 86.67% 61.80% 42.56% 27.63%
Category Average -2.91% 1.78% 10.93% 40.02% 26.80% 19.13% 15.69% 14.73% 28.18% 38.96% 28.59% 18.54% 15.35%
SBI Equity Minimum Variance Fund -1.92%₹ 9,808 -1.40%₹ 9,859 7.84%₹ 10,783 27.51%₹ 12,750 18.92%₹ 13,192 23.96%₹ 15,376 30.91%₹ 32,152 - - - - - -
ICICI Prudential Technology Fund 1.29%₹ 10,128 7.07%₹ 10,706 38.30%₹ 13,830 81.48%₹ 18,147 73.25%₹ 16,344 70.45%₹ 29,095 86.67%₹ 49,014 42.10%₹ 28,720 61.80%₹ 82,358 33.56%₹ 42,564 42.56%₹ 1,67,966 25.52%₹ 97,325 27.63%₹ 5,20,723
Aditya Birla Sun Life Digital India Fund 3.20%₹ 10,319 7.53%₹ 10,752 32.80%₹ 13,279 76.72%₹ 17,671 67.08%₹ 16,001 62.04%₹ 26,290 76.59%₹ 45,764 40.47%₹ 27,745 56.95%₹ 77,775 33.00%₹ 41,680 40.33%₹ 1,59,613 22.92%₹ 78,932 26.53%₹ 4,90,718
Tata Digital India Fund 1.43%₹ 10,142 7.70%₹ 10,769 37.43%₹ 13,743 82.39%₹ 18,239 71.55%₹ 16,250 61.87%₹ 26,236 78.18%₹ 46,269 39.38%₹ 27,099 56.21%₹ 77,086 33.48%₹ 42,439 40.57%₹ 1,60,502 - -
Quant Infrastructure Fund 1.84%₹ 10,184 15.98%₹ 11,598 25.33%₹ 12,533 94.99%₹ 19,499 80.32%₹ 16,732 52.53%₹ 23,293 86.38%₹ 48,919 36.57%₹ 25,495 57.69%₹ 78,462 25.84%₹ 31,602 34.57%₹ 1,39,702 15.13%₹ 40,990 21.33%₹ 3,70,265
SBI Technology Opportunities Fund 1.67%₹ 10,166 5.57%₹ 10,557 34.36%₹ 13,436 72.70%₹ 17,269 65.04%₹ 15,888 54.37%₹ 23,858 68.64%₹ 43,263 36.52%₹ 25,465 50.97%₹ 72,353 29.33%₹ 36,239 36.77%₹ 1,47,054 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Minimum Variance Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    99.30%
  • Debt Holdings:

    0.03%
  • Others Holdings:

    0.70%

Top Sector Holdings of SBI Equity Minimum Variance Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 17.48% ₹ 21.88 Cr.
Consumer food 15.89% ₹ 19.88 Cr.
Computers - Software 11.22% ₹ 14.05 Cr.
Diversified 7.28% ₹ 9.12 Cr.
Banks 6.37% ₹ 7.95 Cr.
Others 41.76% -

Top Stock Holdings of SBI Equity Minimum Variance Fund

Name of StocksHolding PercentageHolding Values in Crore
Nestle India Ltd. 8.08% ₹ 10.11 Cr.
Britannia Industries Ltd. 7.81% ₹ 9.77 Cr.
Tata Consultancy Services Ltd. 7.31% ₹ 9.15 Cr.
Hindustan Unilever Ltd. 7.28% ₹ 9.12 Cr.
Divis Laboratories Ltd. 6.01% ₹ 7.52 Cr.
Others 63.51% -

Top Debt Instrument Type holdings of SBI Equity Minimum Variance Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.03% ₹ .03 Cr.
Others 99.97% -

Top Debt Holdings of SBI Equity Minimum Variance Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.03% ₹ .03 Cr.
Others 99.97%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.22%
Margin 0.25%
Net Receivables -0.77%