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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Category: Equity: Thematic-Others
Launch Date: 02-03-2019
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 0.75% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 224.28 Cr As on (29-08-2025)
Turn over: 37
NAV as on 11-09-2025

24.2678

0.02 (0.0911%)

CAGR Since Inception

14.79%

NIFTY 50 TRI 13.86%

PERFORMANCE of SBI Equity Minimum Variance Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 11-09-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Equity Minimum Variance Fund - Regular Plan - Growth -5.41 13.86 17.78 - 14.79
NIFTY 50 TRI 0.16 13.17 18.38 13.79 13.86
Equity: Thematic-Others -2.67 17.15 23.34 14.18 11.92

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Raviprakash Sharma, Mr. Pradeep Kesavan,

Investment Objective

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.

RETURNS CALCULATOR for SBI Equity Minimum Variance Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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 0.32 1.0 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of SBI Equity Minimum Variance Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 11-09-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
SBI Equity Minimum Variance Fund - Regular Plan - Growth 02-03-2019 -5.41 12.44 13.86 17.78 0.0
HDFC Defence Fund - Growth Option 02-06-2023 6.67 36.95 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 5.62 17.78 17.48 24.47 0.0
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 3.25 15.74 18.47 31.33 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 1.42 19.62 22.32 30.56 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 1.11 27.63 28.38 29.19 16.94
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 1.07 15.88 14.84 20.54 16.73
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 0.82 15.56 16.96 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 0.71 19.31 19.89 24.09 13.37
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 0.35 13.77 14.36 20.35 0.0

PORTFOLIO ANALYSIS of SBI Equity Minimum Variance Fund - Regular Plan - Growth

Asset Allocation (%)