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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
SBI Equity Minimum Variance Fund Direct Growth
+8.10%
3Y annualised
-0.42% 1D
NAV: 12 Nov '26
₹24.74
Min. for SIP
₹500
Fund size (AUM)
₹195.76 Cr
Expense ratio
0.52%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,733 | +2.44% | |
| 1 year | ₹60,000 | ₹61,282 | +2.14% | |
| 3 years | ₹1,80,000 | ₹1,86,831 | +3.79% | |
| 5 years | ₹3,00,000 | ₹3,63,047 | +21.02% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 8.13% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 7.69% |
| Cipla Ltd | Healthcare | Equity | 6.19% |
| Nestle India Ltd | Consumer Staples | Equity | 5.75% |
| ITC Ltd | Consumer Staples | Equity | 5.36% |
| Tech Mahindra Ltd | Technology | Equity | 5.33% |
| Coal India Ltd | Materials | Equity | 5.22% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 5.11% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 4.84% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 3.50% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.29% |
| Bharti Airtel Ltd | Technology | Equity | 2.17% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.22% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.20% |
| Infosys Ltd | Technology | Equity | 1.17% |
| HCL Technologies Ltd | Technology | Equity | 1.14% |
| Trent Ltd | Consumer Discretionary | Equity | 1.13% |
| BSE Ltd | Financial | Equity | 1.12% |
| Zomato Ltd | Technology | Equity | 1.05% |
| ICICI Bank Ltd | Financial | Equity | 1.04% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.01% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.01% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 1.00% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.99% |
| Ultratech Cement Ltd | Materials | Equity | 0.99% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.99% |
| State Bank of India | Financial | Equity | 0.98% |
| JSW Steel Ltd | Materials | Equity | 0.98% |
| Axis Bank Ltd | Financial | Equity | 0.98% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 0.96% |
| NTPC Ltd | Energy & Utilities | Equity | 0.96% |
| Bajaj Finance Ltd | Financial | Equity | 0.96% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.96% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.96% |
| HDFC Bank Ltd | Financial | Equity | 0.96% |
| Grasim Industries Ltd | Materials | Equity | 0.96% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.95% |
| Asian Paints Ltd | Materials | Equity | 0.95% |
| Bajaj Finserv Ltd | Financial | Equity | 0.95% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.95% |
| Bharat Electronics Ltd | Industrials | Equity | 0.94% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.94% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.94% |
| Jio Financial Services Limited | Financial | Equity | 0.93% |
| Hindalco Industries Ltd | Materials | Equity | 0.92% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.92% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.91% |
| Tata Steel Ltd | Materials | Equity | 0.89% |
| Adani Enterprises Ltd | Materials | Equity | 0.87% |
| Repo | Unspecified | Repo | 0.83% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.82% |
| Net Payables | Unspecified | Net Payables | -0.02% |
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -2.3% | +8.1% | +9.0% | +12.7% |
| Category average (Equity Thematic) | +3.8% | +15.0% | +12.9% | +15.1% |
| Rank (Equity Thematic) | 34 | 12 | 8 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.5% if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
About SBI Equity Minimum Variance Fund Direct Growth
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. Pradeep Kesavan is the Current Fund Manager of SBI Equity Minimum Variance Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,70,297 Cr and the Latest NAV as of 12 Nov 2026 is ₹24.74.
The SBI Equity Minimum Variance Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.5% if redeemed within 15 days.
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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 minimizing the portfolio volatility.
Fund benchmarkNIFTY 50 Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,70,296.59 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,