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SBI Equity Minimum Variance Fund

SBI Equity Minimum Variance Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.66

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,319 today.

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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

  • ₹ 15.974

    as on 20 Mar 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 125 Cr.

    as on 31 Dec 2021
  • 0.75%

  • 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 ₹ 15.974 as on 20 Mar 2023.

This fund has 4 years of track record. Since 30 Nov 2021 expense ratio of this fund is 0.75%. 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 2.72% 4.00% 19.02% 22.15% 38.01% 54.23% 20.61% 19.80% 21.95% 23.36% 34.28% 27.23% 19.20%
Category Average -3.15% -5.75% -4.03% 2.22% 11.04% 26.98% 10.42% 13.79% 0.72% 3.57% 14.25% 13.59% 12.52%
SBI Equity Minimum Variance Fund -3.23%₹ 9,676 -6.30%₹ 9,370 -3.09%₹ 9,690 3.44%₹ 10,343 0.51%₹ 12,033 10.26%₹ 12,159 3.91%₹ 24,980 26.66%₹ 20,319 12.79%₹ 43,555 - - - -
ICICI Prudential Commodities Fund -2.89%₹ 9,711 -6.25%₹ 9,374 -0.61%₹ 9,939 6.45%₹ 10,645 7.70%₹ 12,492 25.48%₹ 15,753 10.67%₹ 26,707 54.23%₹ 36,685 32.72%₹ 57,319 - - - -
Quant Infrastructure Fund -2.67%₹ 9,732 -13.19%₹ 8,681 -11.34%₹ 8,866 4.93%₹ 10,493 -4.36%₹ 11,717 26.23%₹ 15,943 8.94%₹ 26,262 52.83%₹ 35,693 32.52%₹ 57,170 19.42%₹ 24,300 27.23%₹ 1,17,401 17.51%₹ 50,258 19.15%₹ 3,28,789
Quant Consumption Fund -2.72%₹ 9,727 -10.76%₹ 8,924 -9.26%₹ 9,074 4.36%₹ 10,435 -2.00%₹ 11,871 20.89%₹ 14,620 5.60%₹ 25,409 46.23%₹ 31,269 24.07%₹ 51,038 17.08%₹ 22,011 23.14%₹ 1,06,442 19.37%₹ 58,802 19.20%₹ 3,29,676
ICICI Prudential Infrastructure Fund 0.07%₹ 10,006 -2.25%₹ 9,775 5.79%₹ 10,578 22.15%₹ 12,214 21.95%₹ 13,374 28.23%₹ 16,453 23.36%₹ 30,061 42.94%₹ 29,205 34.28%₹ 58,503 14.35%₹ 19,559 23.46%₹ 1,07,250 15.11%₹ 40,887 15.73%₹ 2,73,449
ICICI Prudential Technology Fund -7.68%₹ 9,231 -2.57%₹ 9,742 1.96%₹ 10,195 -18.39%₹ 8,161 -7.39%₹ 11,517 9.90%₹ 12,081 -4.73%₹ 22,832 42.44%₹ 28,900 16.64%₹ 46,018 20.61%₹ 25,537 20.77%₹ 1,00,520 19.80%₹ 60,971 18.86%₹ 3,23,687

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Minimum Variance Fund as on 21 Mar 2023 are listed below:

  • Equity Holdings:

    99.29%
  • Debt Holdings:

    0.03%
  • Others Holdings:

    0.71%

Top Sector Holdings of SBI Equity Minimum Variance Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 17.40% ₹ 22.43 Cr.
Consumer food 15.94% ₹ 20.54 Cr.
Computers - Software 12.40% ₹ 15.97 Cr.
Diversified 7.14% ₹ 9.20 Cr.
Banks 5.66% ₹ 7.28 Cr.
Others 41.46% -

Top Stock Holdings of SBI Equity Minimum Variance Fund

Name of StocksHolding PercentageHolding Values in Crore
Nestle India Ltd. 8.33% ₹ 10.73 Cr.
Tata Consultancy Services Ltd. 8.00% ₹ 10.30 Cr.
Britannia Industries Ltd. 7.61% ₹ 9.81 Cr.
Hindustan Unilever Ltd. 7.14% ₹ 9.20 Cr.
Cipla Ltd. 5.59% ₹ 7.21 Cr.
Others 63.33% -

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 0.30%
Margin 0.24%
Net Receivables 0.17%