RS
Raviprakash SharmaFund Manager Since 19 Mar 2019
EquityEquity - Other
SBI Equity Minimum Variance Fund Direct Growth
3Y Annualised
8.43%
-0.43% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.94%
-0.43% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 7 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹215.10 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.005%
For exit on or before 15 days from the date of allotment – 0.5 %, For exit after 15 days from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
2nd
Samco Active Momentum Fund Direct Growth
8.65%
3rd
Samco Active Momentum Fund Regular Growth
8.53%
4th
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
5th
Edelweiss Recently Listed IPO Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
7.71%
827th
SBI Equity Minimum Variance Fund Direct Growth
-2.94%
Fund Managers
About SBI Equity Minimum Variance Fund Direct Growth
SBI Equity Minimum Variance Fund Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 7 years, having been launched on 2019-03-19. SBI Equity Minimum Variance Fund Direct Growth has ₹215.10 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of SBI Equity Minimum Variance Fund Direct Growth as of Wed Sep 02 2026 is ₹24.2686. The fund has an expense ratio of 0.48%, which is medium comparable to most other Equity funds.
SBI Equity Minimum Variance Fund Direct Growth returns for the last 1 year are -0.99%. Since launch, it has delivered 12.62% average annual returns.
The SBI Equity Minimum Variance Fund Direct Growth has the majority of its money invested in Healthcare, Consumer Defensive, Technology, Energy sectors.
Top 5 Holdings of SBI Equity Minimum Variance Fund Direct Growth.
- Sun Pharmaceuticals Industries Ltd: 8.30%
- Nestle India Ltd: 8.14%
- Apollo Hospitals Enterprise Ltd: 8.03%
- Hindustan Unilever Ltd: 5.95%
- ITC Ltd: 5.26%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2019-03-19 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Equity Minimum Variance Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
