SBI Equity Minimum Variance Fund - Regular Plan Growth
SBI Funds Management Private Limited
₹22.18 (+1.38%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-7.69% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.75%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹977
Invested ₹1,000
▼-2.34%1 year
₹923
Invested ₹1,000
▼-7.69%3 years
₹1,055
Invested ₹1,000
▲+5.50%5 years
₹1,066
Invested ₹1,000
▲+6.60%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 50 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -7.69% | +5.50% | +6.60% | — |
| Cumulative returns (%) | -7.69% | +17.42% | +37.66% | — |
Fund Manager
| Manager | Sukanya Ghosh |
|---|---|
| Role | Manager |
| Manager Tenure | 0.59 yrs |
About Fund
| Date of Incorporation | 19 Mar 2019 |
|---|---|
| Fund House | SBI Funds Management Private Limited |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Sun Pharmaceuticals Industries Ltd | 8.48% |
| Nestle India Ltd | 8.27% |
| Apollo Hospitals Enterprise Ltd | 8.18% |
| Hindustan Unilever Ltd | 5.71% |
| Tata Consumer Products Ltd | 4.91% |
| ITC Ltd | 4.90% |
| Cipla Ltd | 4.74% |
| Tech Mahindra Ltd | 4.60% |
| Coal India Ltd | 4.35% |
| Bharti Airtel Ltd | 3.16% |
| Dr Reddy's Laboratories Ltd | 3.12% |
| Tata Consultancy Services Ltd | 2.88% |
| HDFC Bank Ltd | 2.88% |
| ICICI Bank Ltd | 2.76% |
| Asian Paints Ltd | 2.70% |
Investment Strategy
The investment objective of the scheme is 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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Long term Capital appreciation.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.