RS
Raviprakash SharmaFund Manager Since 19 Mar 2019
EquityEquity - Other
SBI Equity Minimum Variance Fund Direct Growth
3Y Annualised
16.26%
-1.19% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.03%
-1.19% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 7 months
NIFTY 50
4 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹216.84 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.005%
For exit on or before 15 days from the date of allotment – 0.5 %, For exit after 15 days from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Groww Nifty India Defence ETF FoF Direct Reinvestment Inc Dist cum Cap Wdrl
21.45%
2nd
Groww Nifty India Defence ETF FoF Direct Payout Inc Dist cum Cap Wdrl
21.45%
3rd
Groww Nifty India Defence ETF FoF Direct Growth
21.45%
4th
Groww Nifty India Defence ETF FoF Regular Reinvestment Inc Dist cum Cap Wdrl
21.40%
5th
Groww Nifty India Defence ETF FoF Regular Payout Inc Dist cum Cap Wdrl
21.40%
689th
SBI Equity Minimum Variance Fund Direct Growth
2.03%
Fund Managers
About SBI Equity Minimum Variance Fund Direct Growth
SBI Equity Minimum Variance Fund Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 6 years, having been launched on 2019-03-19. SBI Equity Minimum Variance Fund Direct Growth has ₹216.84 Cr worth of assets under management (AUM) as of Wed May 21 2025. The latest Net Asset Value (NAV) of SBI Equity Minimum Variance Fund Direct Growth as of Tue May 20 2025 is ₹23.9614. The fund has an expense ratio of 0.42%, which is medium comparable to most other Equity funds.
SBI Equity Minimum Variance Fund Direct Growth returns for the last 1 year are 5.54%. Since launch, it has delivered 15.21% average annual returns.
The SBI Equity Minimum Variance Fund Direct Growth has the majority of its money invested in Consumer Defensive, Healthcare, Technology, Financial Services, Communication Services sectors.
Top 5 Holdings of SBI Equity Minimum Variance Fund Direct Growth.
- Nestle India Ltd: 8.17%
- Sun Pharmaceuticals Industries Ltd: 8.13%
- Hindustan Unilever Ltd: 7.98%
- ITC Ltd: 5.86%
- Tata Consultancy Services Ltd: 5.41%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2019-03-19 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Equity Minimum Variance Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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