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SBI Equity Minimum Variance Fund Growth Return

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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)

₹211 Cr

Lock In Period

N/A

Expense Ratio

0.75

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

Summary

SBI Equity Minimum Variance Fund Growth NAV is ₹23.7708 as of 22 May, 2026. SBI Equity Minimum Variance Fund Growth has delivered 40.70% returns since its launch. The minimum SIP investment amount in SBI Equity Minimum Variance Fund Growth is ₹500. The AUM of SBI Equity Minimum Variance Fund Growth is ₹211 Cr. The expense ratio of the fund is 0.75%, and its benchmark is Nifty 50 Total Returns Index. The current exit load of the fund is For exit within 15 Days from the date of allotment - 0.50%.For exit after 15 Days from the date of allotment - Nil.. In the last 1M months, SBI Equity Minimum Variance Fund Growth has delivered 2.28% returns.

SBI Equity Minimum Variance Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.280.088.96
6M-4.261.5737.28
1Y0.504.8968.46
3Y12.0615.60196.29

Portfolio Analysis

  • Equity: 98.53%
  • Debt: 1.47%
  • Others
As on: 2026-04-30
View allocation % by

1. Sun Pharmaceutical Industries Ltd.7.76%
2. Cipla Ltd.4.88%
3. Dr. Reddy's Laboratories Ltd.3.32%

1. Nestle India Ltd.8.90%

1. Hindustan Uever Ltd.7.92%

1. Tech Mahindra Ltd.2.15%
2. Tata Consultancy Services Ltd.1.88%
3. HCL Technologies Ltd.1.34%
4. Wipro Ltd.0.94%
5. Infosys Ltd.0.83%

1. ITC Ltd.6.68%

1. Tata Consumer Products Ltd.6.32%

1. ICICI Bank Ltd.2.52%
2. Kotak Mahindra Bank Ltd.0.97%
3. Axis Bank Ltd.0.96%
4. HDFC Bank Ltd.0.93%

1. Apollo Hospitals Enterprise Ltd.3.14%
2. Max Healthcare Institute Ltd.0.96%

1. SBI Life Insurance Co. Ltd.1.81%
2. HDFC Life Insurance Company Ltd.0.94%

1. Asian Paints Ltd.2.49%

1. Coal India Ltd.2.03%

1. Bajaj Auto Ltd.1.04%
2. Eicher Motors Ltd.0.97%

1. JSW Steel Ltd.1.01%
2. Tata Steel Ltd.0.99%

1. Bajaj Finance Ltd.1.03%
2. Shriram Finance Ltd.0.96%

1. Ultratech Cement Ltd.0.99%
2. Grasim Industries Ltd.0.99%

1. Bharti Airtel Ltd.1.97%

1. Maruti Suzuki India Ltd.0.96%
2. Mahindra & Mahindra Ltd.0.93%

1. Adani Enterprises Ltd.1.19%

1. Adani Ports and Special Economic Zone Ltd.1.09%

1. Trent Ltd.1.06%

1. Hindalco Industries Ltd.1.03%

1. Tata Motors Passenger Vehicles Ltd.1.02%

1. NTPC Ltd.1.01%

1. Larsen & Toubro Ltd.1.01%

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 ₹211 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 0.75. 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 Growth43352.89 CR2.11
UTI MNC Fund Growth12662.13 CR2.98
SBI Equity Minimum Variance Fund Growth0210.56 CR0.75
LIC MF Gold ETF Growth01404.97 CR0.45
UTI Gold Exchange Traded Fund Growth04201.45 CR0.52
Fund Name1Y3Y
This FundAditya Birla Sun Life MNC Fund - Gr Growth-3.329336.3917
This FundUTI MNC Fund Growth1.274637.7334
This FundSBI Equity Minimum Variance Fund Growth0.499840.7003
This FundLIC MF Gold ETF Growth67.4749156.9663
This FundUTI Gold Exchange Traded Fund Growth67.1255157.5946

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 0.75. 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 : 2.28%
  • 6 Months : -4.26%
  • 1 Year : 0.50%
  • 3 Years : 12.06%
Returns of SBI Equity Minimum Variance Fund Growth are updated daily based on NAV of ₹ 23.7708 as on May 20,2026. Since inception, the return has been 40.70%.

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 ₹211 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.