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SBI Equity Minimum Variance Fund

SBI Equity Minimum Variance Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.55

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,647 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

  • ₹ 14.750

    as on 28 Jun 2022
  • 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 ₹ 14.750 as on 28 Jun 2022.

This fund has 3 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 4.07% 10.61% 7.83% 14.59% 63.72% 30.80% 26.90% 21.53% 15.41% 37.40% 40.65% 27.50% 21.58%
Category Average -2.43% -6.80% -8.78% -0.90% 26.26% 13.46% 10.07% 13.21% -11.83% 10.81% 16.03% 12.16% 12.22%
SBI Equity Minimum Variance Fund -2.28%₹ 9,771 -3.04%₹ 9,696 -5.06%₹ 9,494 0.93%₹ 10,093 -6.55%₹ 11,572 23.42%₹ 15,251 10.03%₹ 26,548 13.55%₹ 14,647 15.28%₹ 45,155 - - - -
ICICI Prudential Technology Fund -1.10%₹ 9,890 -18.84%₹ 8,115 -23.84%₹ 7,616 2.09%₹ 10,208 -22.75%₹ 10,469 52.73%₹ 23,381 17.85%₹ 28,597 30.80%₹ 22,394 32.19%₹ 56,962 26.87%₹ 32,896 27.50%₹ 1,18,224 21.53%₹ 70,370 21.58%₹ 3,75,255
Quant Infrastructure Fund -2.91%₹ 9,709 -6.35%₹ 9,365 -8.05%₹ 9,195 11.53%₹ 11,152 -3.39%₹ 11,779 63.72%₹ 26,876 37.40%₹ 33,955 29.11%₹ 21,537 40.65%₹ 63,569 20.88%₹ 25,820 27.22%₹ 1,17,434 14.13%₹ 37,516 18.90%₹ 3,24,477
Aditya Birla Sun Life Digital India Fund -0.24%₹ 9,976 -17.94%₹ 8,206 -23.33%₹ 7,667 -0.66%₹ 9,933 -22.92%₹ 10,456 43.29%₹ 20,573 13.91%₹ 27,557 28.85%₹ 21,404 27.56%₹ 53,545 26.08%₹ 31,882 25.14%₹ 1,11,733 20.27%₹ 63,404 20.67%₹ 3,57,137
Tata Digital India Fund -0.08%₹ 9,992 -18.52%₹ 8,148 -23.48%₹ 7,652 2.60%₹ 10,259 -22.02%₹ 10,519 46.50%₹ 21,507 16.56%₹ 28,254 26.75%₹ 20,378 28.25%₹ 54,047 26.90%₹ 32,930 25.55%₹ 1,12,832 - -
Quant Consumption Fund -2.39%₹ 9,761 -8.65%₹ 9,135 -8.13%₹ 9,186 0.14%₹ 10,013 -11.57%₹ 11,236 45.13%₹ 21,106 23.02%₹ 29,979 26.75%₹ 20,376 32.08%₹ 56,877 15.67%₹ 20,716 22.57%₹ 1,05,025 17.00%₹ 48,104 19.28%₹ 3,31,218

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Minimum Variance Fund as on 29 Jun 2022 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%