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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
+12.46%
3Y annualised
-1.16% 1D
NAV: 24 Apr '26
₹23.99
Min. for SIP
₹500
Fund size (AUM)
₹193.41 Cr
Expense ratio
0.42%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹27,510 | -8.30% | |
| 1 year | ₹60,000 | ₹55,327 | -7.79% | |
| 3 years | ₹1,80,000 | ₹1,79,223 | -0.43% | |
| 5 years | ₹3,00,000 | ₹3,49,499 | +16.50% |
Holdings (50)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 8.60% |
| Nestle India Ltd. | Consumer Staples | Equity | 8.23% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 7.84% |
| ITC Ltd. | Consumer Staples | Equity | 7.36% |
| Cipla Ltd. | Healthcare | Equity | 4.97% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 4.86% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.60% |
| ICICI Bank Ltd. | Financial | Equity | 3.18% |
| HDFC Bank Ltd. | Financial | Equity | 2.88% |
| Asian Paints Ltd. | Chemicals | Equity | 2.40% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.35% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.10% |
| Bharti Airtel Ltd. | Communication | Equity | 2.00% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.65% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.48% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.32% |
| Coal India Ltd. | Energy | Equity | 1.24% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.22% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.18% |
| NTPC Ltd. | Energy | Equity | 1.18% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.11% |
| State Bank of India | Financial | Equity | 1.10% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.09% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.07% |
| JSW Steel Ltd. | Metals & Mining | Equity | 1.06% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.04% |
| Axis Bank Ltd. | Financial | Equity | 1.03% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.01% |
| Eicher Motors Ltd. | Automobile | Equity | 1.01% |
| Ultratech Cement Ltd. | Construction | Equity | 1.01% |
| Grasim Industries Ltd. | Construction | Equity | 1.00% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.99% |
| Shriram Finance Ltd | Financial | Equity | 0.97% |
| Tech Mahindra Ltd. | Technology | Equity | 0.96% |
| Reliance Industries Ltd. | Energy | Equity | 0.95% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.94% |
| HCL Technologies Ltd. | Technology | Equity | 0.92% |
| Bajaj Finance Ltd. | Financial | Equity | 0.91% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.90% |
| Eternal Ltd. | Services | Equity | 0.90% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.90% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.90% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.87% |
| Adani Enterprises Ltd. | Services | Equity | 0.86% |
| Interglobe Aviation Ltd. | Services | Equity | 0.86% |
| Infosys Ltd. | Technology | Equity | 0.85% |
| Wipro Ltd. | Technology | Equity | 0.84% |
| Trent Ltd. | Services | Equity | 0.84% |
| JIO Financial Services Ltd. | Financial | Equity | 0.83% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.81% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +0.3% | +12.5% | +12.3% | +13.2% |
| Category average (Equity Thematic) | +1.7% | +16.0% | +17.9% | -- |
| Rank (Equity Thematic) | 31 | 10 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
SGSukanya GhoshMar 2026 - PresentView details
SG
Sukanya Ghosh
Mar 2026 - Present
View details
PKPradeep KesavanDec 2023 - PresentView details
PK
Pradeep Kesavan
Dec 2023 - Present
View details
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. Sukanya Ghosh is the Current Fund Manager of SBI Equity Minimum Variance Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹11,46,811 Cr and the Latest NAV as of 24 Apr 2026 is ₹23.99.
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₹11,46,810.93 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,