SBI Equity Minimum Variance Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
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Rating:
Key Metrics
Aum
₹208.93 Cr
Expense Ratio
0.75%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
19 Mar 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.9% | -- |
| 3 Months | +0.14% | -- |
| 6 Months | -4.48% | -- |
| 1 Year | -2.53% | -2.53% |
| 2 Years | -- | -0.03% |
| 3 Years | +32.36% | +9.8% |
| 5 Years | +60.11% | +9.87% |
| Since Launch | +132.94% | +12.41% |
Holdings as on 11 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Nestle India | 18.74 | 8.90 |
| Hindustan Unilever | 16.69 | 7.92 |
| Sun Pharmaceutical Industries | 16.35 | 7.76 |
| ITC | 14.07 | 6.68 |
| Tata Consumer Products | 13.31 | 6.32 |
| Cipla | 10.28 | 4.88 |
| Dr Reddy's Laboratories | 6.99 | 3.32 |
| Apollo Hospitals Enterprise | 6.62 | 3.14 |
| ICICI Bank | 5.31 | 2.52 |
| Asian Paints | 5.25 | 2.49 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.34
Sharpe Ratio
14.72%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI Equity Minimum Variance Fund Regular Growth | -2.53% | +9.8% | +9.87% |
| Motilal Oswal Quant Fund Regular Growth | -6.61% | -- | -- |
| Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Reg Growth | -9.05% | -- | -- |
| Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund Regular Growth | -3.14% | -- | -- |
| Shriram Multi Sector Rotation Fund Regular Growth | -3.69% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The SBI Equity Minimum Variance Fund Regular Growth has an AUM of 208.93 crores & has delivered CAGR of 9.87 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 0.75%. The minimum investment in SBI Equity Minimum Variance Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Nestle India, Hindustan Unilever, Sun Pharmaceutical Industries, ITC.
The major sectors where the fund is invested are Biotechnology & Drugs, Food Processing, Personal & Household Prods., Tobacco.
Some of the similar funds are SBI Equity Minimum Variance Fund Regular Growth, Motilal Oswal Quant Fund Regular Growth, Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Reg Growth, Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund Regular Growth, Shriram Multi Sector Rotation Fund Regular Growth. SBI Equity Minimum Variance Fund Regular Growth has a sharpe ratio of 0.34 & a standard deviation of 14.72%.
FAQs
According to the morning star rating SBI Equity Minimum Variance Fund Regular Growth has a Medium risk & High return.
SBI Equity Minimum Variance Fund Regular Growth is managed by Sukanya Ghosh.
The expense ratio of SBI Equity Minimum Variance Fund Regular Growth is 0.75%.
The 5 year annualized return on SBI Equity Minimum Variance Fund Regular Growth is 9.87% & it has generated -2.53% in the last 1 year.
The minimum investment in SBI Equity Minimum Variance Fund Regular Growth is 5000 Rs.
SBI Equity Minimum Variance Fund Regular Growth has an AUM of 208.93 crores.
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