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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹193 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 ₹23.8253 NAV as of Apr 29,2026 and returns since inception of 39.05%. Minimum investments start at SIP ₹500. The SBI Equity Minimum Variance Fund Growth AUM is ₹193 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 6.56% returns, against a category average of 1.72% and a category best of 14.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.561.7214.94
6M-4.701.8927.32
1Y0.955.5571.25
3Y11.6115.01196.29

Portfolio Analysis

  • Equity: 98.17%
  • Debt: 1.83%
  • Others
As on: 2026-03-31
View allocation % by

1. Sun Pharmaceutical Industries Ltd.8.60%
2. Cipla Ltd.4.97%
3. Dr. Reddy's Laboratories Ltd.2.10%

1. Nestle India Ltd.8.23%

1. ICICI Bank Ltd.3.18%
2. HDFC Bank Ltd.2.88%
3. Axis Bank Ltd.1.03%
4. Kotak Mahindra Bank Ltd.0.90%

1. Hindustan Unilever Ltd.7.84%

1. ITC Ltd.7.36%

1. Tata Consultancy Services Ltd.2.35%
2. Tech Mahindra Ltd.0.96%
3. HCL Technologies Ltd.0.92%
4. Infosys Ltd.0.85%
5. Wipro Ltd.0.84%

1. Tata Consumer Products Ltd.4.86%

1. Apollo Hospitals Enterprise Ltd.3.60%
2. Max Healthcare Institute Ltd.1.01%

1. SBI Life Insurance Co. Ltd.1.65%
2. HDFC Life Insurance Company Ltd.1.48%

1. Asian Paints Ltd.2.40%

1. Tata Steel Ltd.1.18%
2. JSW Steel Ltd.1.06%

1. Bajaj Auto Ltd.1.04%
2. Eicher Motors Ltd.1.01%

1. Ultratech Cement Ltd.1.01%
2. Grasim Industries Ltd.1.00%

1. Bharti Airtel Ltd.2.00%

1. Shriram Finance Ltd.0.97%
2. Bajaj Finance Ltd.0.91%

1. Mahindra & Mahindra Ltd.0.87%
2. Maruti Suzuki India Ltd.0.81%

1. Oil & Natural Gas Corporation Ltd.1.32%

1. Coal India Ltd.1.24%

1. Power Grid Corporation of India Ltd.1.22%

1. NTPC Ltd.1.18%

1. Bharat Electronics Ltd.1.11%

1. State Bank of India1.10%

1. Titan Company Ltd.1.09%

1. Hindalco Industries Ltd.1.07%

About Fund

SBI Equity Minimum Variance Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹193 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
This FundQuantum ESG Best In Class Strategy Fund Growth083.11 CR2.18
This FundAxis ESG Integration Strategy Fund Growth01006.49 CR2.31
This FundSBI Equity Minimum Variance Fund Growth0193.41 CR0.75
This FundLIC MF Gold ETF Growth01346.43 CR0.45
This FundUTI Gold Exchange Traded Fund Growth04098.98 CR0.47
Fund Name1Y3Y
This FundQuantum ESG Best In Class Strategy Fund Growth-2.868334.7197
This FundAxis ESG Integration Strategy Fund Growth-1.307535.8667
This FundSBI Equity Minimum Variance Fund Growth0.954139.0451
This FundLIC MF Gold ETF Growth55.0564141.9416
This FundUTI Gold Exchange Traded Fund Growth54.8446142.4017

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 : 6.56%
  • 6 Months : -4.70%
  • 1 Year : 0.95%
  • 3 Years : 11.61%
Returns of SBI Equity Minimum Variance Fund Growth are updated daily based on NAV of ₹ 23.8253 as on Apr 29,2026. Since inception, the return has been 39.05%.

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 ₹193 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