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SBI Equity Minimum Variance Fund
Get the latest NAV of SBI Equity Minimum Variance Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹24.95
▲0.5%1D
NAV as on 09 Feb 2026
14.18%/per year
Since Inception
▲▼
188 people have invested ₹ 16.2L in SBI Equity Minimum Variance Fund in the last three months
SBI Equity Minimum Variance Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (09-Feb-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
SBI Equity Minimum Variance Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 20 out of 46 mutual funds in the equity - other category as per INDmoney.
SBI Equity Minimum Variance Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Equity Minimum Variance Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
SBI Equity Minimum Variance Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Consumer Defensive, Health & Financial Services
Consumer Defensive
28%
Health
18%
Financial Services
17%
Consumer Defensive
28%
Health
18%
Financial Services
17%
SBI Equity Minimum Variance Fund Holdings Details
as on (31-Jan-26)
SBI Equity Minimum Variance Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.42% |
Benchmark | Nifty 50 TR INR |
| AUM | ₹213 Cr |
| Inception Date | 19 March, 2019 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 29.09% |
| Risk |   Very High Risk |
About SBI Equity Minimum Variance Fund
SBI Equity Minimum Variance Fund is an equity fund. This fund was started on 19 March, 2019. The fund is managed by Pradeep Kesavan, Raviprakash Sharma. The fund could potentially beat inflation in the long-run.
Key Parameters
- SBI Equity Minimum Variance Fund has ₹213 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
SBI Equity Minimum Variance Fund has given a CAGR return of 14.18% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.64%, 13.79% and 13.14% respectively.
Holdings
SBI Equity Minimum Variance Fund has allocated its funds majorly in Cash Equivalent, Consumer Defensive, Health, Financial Services, Basic Materials, Consumer Cyclical, Tech, Energy, Industrial, Communication, Utilities. Its top holdings are Nestle India Ltd, ITC Ltd, Sun Pharmaceuticals Industries Ltd, Hindustan Unilever Ltd, Cipla Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of SBI Equity Minimum Variance Fund
The investment objective of the scheme is 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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Equity Minimum Variance Fund has no lock in period.
Fund Manager
Pradeep Kesavan
Fund Manager of SBI Equity Minimum Variance Fund, since 1 December 2023
Raviprakash Sharma
Fund Manager of SBI Equity Minimum Variance Fund, since 19 March 2019
- AUM of the fund stands at 221.5 Cr as of Dec'25
- AUM decreased by 2 Cr between Dec'25 and Nov'25
Compare SBI Equity Minimum Variance Fund
SBI Equity Minimum Variance Fund
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Frequently Asked Questions for SBI Equity Minimum Variance Fund
How do I invest in SBI Equity Minimum Variance Fund?
- Download the INDmoney app.
- Search for ‘SBI Equity Minimum Variance Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.