Name: SBI Equity Minimum Variance Fund Direct Growth
Brand: SBI Mutual Fund

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SBI Equity Minimum Variance Fund Direct Growth
Equity
Sectoral / Thematic
Very High Risk
51.44%
1Y return
+0.81% 1D
1M
6M
1Y
All
 NAV: 21 Sep 2021₹16.26
Min. SIP amount₹500
RatingNA
Fund size₹115.02 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns10.9%22.8%51.4%63.5%
Category averageNANA59.0%NA
Rank with in category101316NA
Understand termsinfo
Holdings (50)NameSectorInstrumentAssets
Tata Consultancy Services Ltd.
TechnologyEquity8.5%
Nestle India Ltd.
FMCGEquity8.2%
Hindustan Unilever Ltd.
FMCGEquity8.1%
Britannia Industries Ltd.
FMCGEquity8.0%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity6.3%
Divi's Laboratories Ltd.
HealthcareEquity5.2%
Power Grid Corporation of India Ltd.
EnergyEquity4.7%
Asian Paints Ltd.
ChemicalsEquity4.0%
Cipla Ltd.
HealthcareEquity3.0%
Bharti Airtel Ltd.
CommunicationEquity2.9%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.31%
31 Jul 2021 - 31 Aug 2021
0.32%
30 Jun 2021 - 31 Jul 2021
0.32%
31 May 2021 - 30 Jun 2021
0.32%
30 Apr 2021 - 31 May 2021
0.32%
31 Mar 2021 - 30 Apr 2021
0.30%
28 Feb 2021 - 31 Mar 2021
0.31%
31 Jan 2021 - 28 Feb 2021
0.30%
31 Dec 2020 - 31 Jan 2021
0.30%
30 Nov 2020 - 31 Dec 2020
0.30%
31 Oct 2020 - 30 Nov 2020
0.33%
30 Sep 2020 - 31 Oct 2020
0.33%
31 Aug 2020 - 30 Sep 2020
0.32%
31 Jul 2020 - 31 Aug 2020
0.30%
30 Jun 2020 - 31 Jul 2020
0.34%
31 May 2020 - 30 Jun 2020
0.34%
30 Apr 2020 - 31 May 2020
0.34%
31 Mar 2020 - 30 Apr 2020
0.32%
29 Feb 2020 - 31 Mar 2020
0.33%
31 Jan 2020 - 29 Feb 2020
0.33%
31 Dec 2019 - 31 Jan 2020
0.32%
30 Nov 2019 - 31 Dec 2019
0.30%
31 Oct 2019 - 30 Nov 2019
0.30%
30 Sep 2019 - 31 Oct 2019
0.30%
31 Aug 2019 - 30 Sep 2019
0.30%
31 Jul 2019 - 31 Aug 2019
0.30%
30 Jun 2019 - 31 Jul 2019
0.33%
31 May 2019 - 30 Jun 2019
0.34%
30 Apr 2019 - 31 May 2019
0.34%
31 Mar 2019 - 30 Apr 2019
0.34%
Expense ratio, exit load and taxExpense ratio: 0.31%Inclusive of GST
Exit loadExit load of 0.5% if redeemed within 15 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementRaviprakash Sharma
Mar 2019 - Present
View details
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Education
Mr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA).
Experience
Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.
Also manages these schemes
SBI Nifty Index Fund Growth
SBI Nifty Index Fund IDCW
SBI ETF Gold
SBI Gold Fund Growth
SBI Gold Fund IDCW
SBI Gold Direct Plan Growth
SBI Gold Direct Plan IDCW
SBI Nifty Index Direct Plan IDCW
SBI Nifty Index Direct Plan Growth
SBI Exchange Traded Fund Sensex
SBI ETF Nifty Bank Fund IDCW
SBI ETF Nifty Next 50 Fund IDCW
SBI ETF BSE 100 Fund IDCW
SBI ETF Nifty 50 Fund IDCW
SBI ETF Sensex Next 50 IDCW
SBI ETF Quality Growth
SBI Equity Minimum Variance Fund Regular IDCW
SBI Equity Minimum Variance Fund Direct IDCW
SBI Equity Minimum Variance Fund Direct Growth
SBI Equity Minimum Variance Fund Regular Growth
SBI Nifty Next 50 Index Fund Regular Growth
SBI Nifty Next 50 Index Fund Direct Growth
Fund house & investment objective
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SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM4,99,821.43 Cr
Date of Incorporation29 Jun 1987
SBI Equity Minimum Variance Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investo
SBI Equity Minimum Variance Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Raviprakash Sharma is the Current Fund Manager of SBI Equity Minimum Variance Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,99,821 Cr and the Latest NAV as of 21 Sep 2021 is ₹16.26.
The SBI Equity Minimum Variance Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.5% if redeemed within 15 days....Read more
Investment Objective
The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimi
The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
...Read more
Fund benchmarkNIFTY 50 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	3M	6M	1Y	All
Fund returns	10.9%	22.8%	51.4%	63.5%
Category average	NA	NA	59.0%	NA
Rank with in category	10	13	16	NA

Name	Sector	Instrument	Assets
Tata Consultancy Services Ltd.	Technology	Equity	8.5%
Nestle India Ltd.	FMCG	Equity	8.2%
Hindustan Unilever Ltd.	FMCG	Equity	8.1%
Britannia Industries Ltd.	FMCG	Equity	8.0%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	6.3%
Divi's Laboratories Ltd.	Healthcare	Equity	5.2%
Power Grid Corporation of India Ltd.	Energy	Equity	4.7%
Asian Paints Ltd.	Chemicals	Equity	4.0%
Cipla Ltd.	Healthcare	Equity	3.0%
Bharti Airtel Ltd.	Communication	Equity	2.9%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	NA
Fund size	₹115.02 Cr