Scheme

SBI Equity Minimum Variance Fund - Regular Plan - Growth

SBI Mutual Fund · Equity Scheme - Sectoral/ ThematicNAV 23.2666 on 03 Nov 20261Y -5.42%3Y 7.15%5Y 8.11%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Very High

Benchmark riskometer

Very High

Inception
19 Mar 2019
Fund managers
Ms. Sukanya Ghosh (since 01 Mar 2026)
Benchmark
NIFTY 50 Index (TRI)
AUM
207.8 crore
Regular expense
0.89%
Direct expense
0.55%
Portfolio turnover
0.36
Minimum investment
₹ 5,000
SIP minimum
₹ 500
Exit load
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 The risk of the scheme is Very High The risk of the benchmark is Very High This product is suitable for investors who are seeking^: • Long term capital appreciation. • To generate income by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimi
Standard deviation
14.51%
Beta
1.01
Sharpe
0.3

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
Sun Pharmaceutical Industries Ltd8.48%
Nestle India Ltd8.27%
Apollo Hospitals Enterprise Ltd8.18%
Hindustan Unilever Ltd5.71%
Tata Consumer Products Ltd4.91%
ITC Ltd4.9%
Cipla Ltd4.74%
Tech Mahindra Ltd4.6%
Coal India Ltd4.35%
Dr. Reddy's Laboratories Ltd3.12%

Sectors

Healthcare25.44%
Fast Moving Consumer Goods23.79%
Financial Services11.04%
Information Technology9.13%
Oil, Gas & Consumable Fuels6.31%
Automobile And Auto Components5.19%
Metals & Mining4.02%
Consumer Durables2.59%
Construction Materials2.05%
Consumer Services2.04%
Others7.52%