SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 02-03-2019
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY 50 TRI
Total Assets: 229.45 As on (31-10-2025)
Expense Ratio: 0.75% As on (31-10-2025)
Turn over: 81.00% | Exit Load: For exit on or before 15 days from the date of allotment – 0.5% 1or exit after 15 days from the date of allotment - Nil
NAV as on 05-12-2025
24.8645
0.0435
CAGR Since Inception
14.66%
NIFTY 50 TRI 13.91%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 4.51 | 12.93 | 15.19 | - | 14.66 |
| NIFTY 50 TRI | 7.3 | 13.18 | 15.94 | 14.28 | 13.91 |
| Equity: Thematic-Others | -0.21 | 16.35 | 19.81 | 14.43 | 10.78 |
Funds Manager
Mr. Raviprakash Sharma, Mr. Pradeep Kesavan,
RETURNS CALCULATORS for SBI Equity Minimum Variance Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Equity Minimum Variance Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of SBI Equity Minimum Variance Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Reg Gr | 02-03-2019 | 4.51 | 10.2 | 12.93 | 15.19 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 8.93 | 18.98 | 22.0 | 27.67 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 7.2 | 15.69 | 17.19 | 21.5 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 6.59 | 18.39 | 18.78 | 21.35 | 13.82 |
| ICICI Pru Commodities Gr | 05-10-2019 | 5.04 | 13.16 | 15.11 | 25.56 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 4.07 | 29.7 | 0.0 | 0.0 | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | 1.74 | 12.73 | 14.46 | 17.63 | 16.82 |
| Franklin India Opportunities Gr | 05-02-2000 | 1.35 | 21.92 | 27.38 | 24.09 | 16.81 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 1.34 | 12.76 | 16.18 | 0.0 | 0.0 |
| HSBC India Export Opportunities Fund Reg Gr | 25-09-2024 | -2.47 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Equity Minimum Variance Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 11.9 | 0.58 | -0.6 | 1.05 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |