SBI Equity Minimum Variance Fund Growth Return
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- 5Y
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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 ₹23.6268 as of 30 May, 2026. SBI Equity Minimum Variance Fund Growth has delivered 38.24% 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 1.49% returns.
SBI Equity Minimum Variance Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.49 | 2.10 | 12.03 |
| 6M | -3.87 | 3.17 | 43.60 |
| 1Y | 1.31 | 7.11 | 80.65 |
| 3Y | 11.40 | 18.90 | 196.29 |
Portfolio Analysis
- Equity: 98.53%
- Debt: 1.47%
- Others
As on: 2026-04-30
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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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Axis ESG Integration Strategy Fund Growth | 0 | 1072.22 CR | 2.25 |
| SBI ESG Exclusionary Strategy Fund Growth | 0 | 5265.04 CR | 1.87 |
| SBI Equity Minimum Variance Fund Growth | 0 | 210.56 CR | 0.75 |
| LIC MF Gold ETF Growth | 0 | 1404.97 CR | 0.45 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4201.45 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis ESG Integration Strategy Fund Growth | -1.8095 | 33.9831 |
| This FundSBI ESG Exclusionary Strategy Fund Growth | -1.7444 | 36.9132 |
| This FundSBI Equity Minimum Variance Fund Growth | 1.3108 | 38.2381 |
| This FundLIC MF Gold ETF Growth | 61.9411 | 153.3448 |
| This FundUTI Gold Exchange Traded Fund Growth | 61.5783 | 153.9435 |
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 : 1.49%
- 6 Months : -3.87%
- 1 Year : 1.31%
- 3 Years : 11.40%
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.
