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SBI Equity Minimum Variance Fund

SBI Equity Minimum Variance Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.40

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,045 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

  • ₹ 17.338

    as on 01 Dec 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 ₹ 17.338 as on 01 Dec 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 18.77% 12.75% 25.00% 31.96% 53.15% 38.91% 25.72% 21.89% 43.26% 35.81% 49.38% 34.00% 22.18%
Category Average 3.66% 4.33% 13.18% 8.52% 23.63% 19.35% 11.17% 13.74% 16.61% 15.62% 22.82% 17.30% 14.28%
SBI Equity Minimum Variance Fund 2.15%₹ 10,214 6.42%₹ 10,641 14.03%₹ 11,403 12.51%₹ 11,250 20.18%₹ 13,273 20.42%₹ 14,500 16.38%₹ 28,210 19.40%₹ 17,045 21.97%₹ 49,608 - - - -
ICICI Prudential Commodities Fund 7.29%₹ 10,729 11.29%₹ 11,128 17.40%₹ 11,739 20.56%₹ 12,055 27.04%₹ 13,691 46.35%₹ 21,417 27.56%₹ 31,221 39.33%₹ 27,121 44.87%₹ 67,049 - - - -
Quant Infrastructure Fund 4.01%₹ 10,400 7.39%₹ 10,738 19.05%₹ 11,905 17.05%₹ 11,704 28.04%₹ 13,751 51.92%₹ 23,080 35.89%₹ 33,539 39.25%₹ 27,077 49.86%₹ 71,326 21.77%₹ 26,787 34.30%₹ 1,38,795 17.14%₹ 48,718 22.25%₹ 3,89,102
Quant Consumption Fund 3.38%₹ 10,338 9.39%₹ 10,938 20.06%₹ 12,005 14.17%₹ 11,416 26.71%₹ 13,671 40.83%₹ 19,834 27.62%₹ 31,239 37.40%₹ 26,009 40.04%₹ 63,080 19.02%₹ 23,890 29.57%₹ 1,24,183 19.37%₹ 58,849 22.22%₹ 3,88,340
ICICI Prudential Technology Fund 5.03%₹ 10,503 9.97%₹ 10,996 6.44%₹ 10,644 -11.27%₹ 8,873 -0.23%₹ 11,985 26.91%₹ 16,106 10.08%₹ 26,562 36.55%₹ 25,523 30.30%₹ 55,556 26.40%₹ 32,289 27.12%₹ 1,17,181 22.08%₹ 73,655 21.68%₹ 3,77,173
Aditya Birla Sun Life Digital India Fund 5.34%₹ 10,533 10.65%₹ 11,065 8.77%₹ 10,876 -9.81%₹ 9,018 2.68%₹ 12,173 25.99%₹ 15,874 10.41%₹ 26,649 32.66%₹ 23,400 27.41%₹ 53,440 25.44%₹ 31,080 25.63%₹ 1,13,064 20.96%₹ 67,162 21.21%₹ 3,67,804

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Minimum Variance Fund as on 02 Dec 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%