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SBI Equity Minimum Variance Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Equity Minimum Variance Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹209 Cr

Lock In Period

N/A

Expense Ratio

0.84

Exit Load

For exit within 15 Days from the date of allotment - 0.50%.For exit after 15 Days from the date of allotment - Nil.

Benchmark

Nifty 50 Total Returns Index

SBI Equity Minimum Variance Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.990.298.60
6M0.952.5325.95
1Y2.315.0946.66
3Y8.4914.65196.29

Portfolio Analysis

  • Equity: 98.61%
  • Debt: 1.39%
  • Others
As on: 2026-06-30
View allocation % by

1. Sun Pharmaceutical Industries Ltd.8.04%
2. Cipla Ltd.5.49%
3. Dr. Reddy's Laboratories Ltd.3.43%

1. Nestle India Ltd.8.63%

1. Hindustan Uever Ltd.7.50%

1. Tech Mahindra Ltd.2.06%
2. Tata Consultancy Services Ltd.1.55%
3. HCL Technologies Ltd.1.21%
4. Wipro Ltd.0.80%
5. Infosys Ltd.0.70%

1. ITC Ltd.6.12%

1. Tata Consumer Products Ltd.5.98%

1. ICICI Bank Ltd.2.76%
2. Axis Bank Ltd.1.03%
3. Kotak Mahindra Bank Ltd.1.00%
4. HDFC Bank Ltd.0.97%

1. Apollo Hospitals Enterprise Ltd.3.59%
2. Max Healthcare Institute Ltd.1.09%

1. Asian Paints Ltd.2.70%

1. SBI Life Insurance Co. Ltd.1.76%
2. HDFC Life Insurance Company Ltd.0.93%

1. Bajaj Finance Ltd.1.11%
2. Shriram Finance Ltd.1.07%

1. Grasim Industries Ltd.1.11%
2. Ultratech Cement Ltd.0.97%

1. Bajaj Auto Ltd.1.01%
2. Eicher Motors Ltd.0.97%

1. Maruti Suzuki India Ltd.1.02%
2. Mahindra & Mahindra Ltd.0.93%

1. Bharti Airtel Ltd.1.94%

1. JSW Steel Ltd.0.98%
2. Tata Steel Ltd.0.89%

1. Coal India Ltd.1.86%

1. Adani Enterprises Ltd.1.51%

1. Trent Ltd.1.27%

1. Adani Ports and Special Economic Zone Ltd.1.20%

1. Interglobe Aviation Ltd.1.17%

1. Tata Motors Passenger Vehicles Ltd.1.06%

1. Larsen & Toubro Ltd.1.05%

1. Eternal Ltd.1.04%

About Fund SBI Equity Minimum Variance Fund Growth

SBI Equity Minimum Variance Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹209 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 0.84. Under the expert guidance of Sukanya Ghosh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sukanya Ghosh

Ms. Sukanya Ghosh is a Commerce Graduate and holds a CA degree. Prior to this, she had worked as Asst. Manager-Product Development with ABN AMRO AMC and with Birla Sun Life AMC and in the intercompany team of ABN AMRO Central Enterprises Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life MNC Fund - Gr Growth43,238 CR2.11
Axis ESG Integration Strategy Fund Growth01,077 CR2.65
SBI Equity Minimum Variance Fund Growth0209 CR0.84
LIC MF Gold ETF Growth01,344 CR0.45
UTI Gold Exchange Traded Fund Growth04,010 CR0.52
Fund Name1Y3Y
This FundAditya Birla Sun Life MNC Fund - Gr Growth-4.266327.3266
This FundAxis ESG Integration Strategy Fund Growth-1.467827.6687
This FundSBI Equity Minimum Variance Fund Growth2.312827.6863
This FundLIC MF Gold ETF Growth43.7766133.8242
This FundUTI Gold Exchange Traded Fund Growth43.2834134.269

SBI Equity Minimum Variance Fund Growth FAQs

SBI Equity Minimum Variance Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Equity Minimum Variance Fund Growth is 0.84. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Equity Minimum Variance Fund Growth’s fund performance is as follows:
  • 1 Month : 0.99%
  • 6 Months : 0.95%
  • 1 Year : 2.31%
  • 3 Years : 8.49%
Returns of SBI Equity Minimum Variance Fund Growth are updated daily based on NAV of ₹ 24.0427 as on Jul 28,2026. Since inception, the return has been 27.69%.

You can invest in SBI Equity Minimum Variance Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Equity Minimum Variance Fund Growth is ₹209 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Equity Minimum Variance Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.