Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹213 Cr
Lock In Period
N/A
Expense Ratio
0.75
Benchmark
Nifty 50 Total Returns Index
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.
Summary
Latest details for SBI Equity Minimum Variance Fund Growth include a ₹23.9847 NAV as of Feb 28,2026 and returns since inception of 49.68%. Minimum investments start at SIP ₹500. The SBI Equity Minimum Variance Fund Growth AUM is ₹213 Cr, with a lock-in of N/A years, expense ratio of 0.75%, and benchmark Nifty 50 Total Returns Index. Exit load 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 growth review for 1M Month/Year, the fund recorded 2.71% returns, against a category average of 0.82% and a category best of 11.78%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.71 | 0.82 | 11.78 |
| 6M | 1.84 | 3.19 | 58.19 |
| 1Y | 11.31 | 7.26 | 82.86 |
| 3Y | 14.39 | 17.09 | 196.29 |
Portfolio Analysis
- Equity: 99.94%
- Debt: 0.06%
- Others
As on: 2026-01-31
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About Fund
SBI Equity Minimum Variance Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹213 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 Raviprakash Sharma ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI MNC Fund Growth | 2 | 2754.85 CR | 2.04 |
| This FundSBI Equity Minimum Variance Fund Growth | 0 | 213.11 CR | 0.75 |
| This FundUTI Gold Exchange Traded Fund Growth | 0 | 4428.62 CR | 0.51 |
| This FundLIC MF Gold ETF Growth | 0 | 1371.38 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI MNC Fund Growth | 12.8493 | 46.8396 |
| This FundSBI Equity Minimum Variance Fund Growth | 11.3128 | 49.68 |
| This FundUTI Gold Exchange Traded Fund Growth | 81.4513 | 178.6179 |
| This FundLIC MF Gold ETF Growth | 82.8602 | 180.2984 |
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 : 2.71%
- 6 Months : 1.84%
- 1 Year : 11.31%
- 3 Years : 14.39%
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 ₹213 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.
Min Inv Amount: ₹500