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SBI Mutual Fund · Equity: Thematic-Others
SBI Equity MInimum Variance Fund - Regular Plan - Growth
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.
EquityBenchmark · Nifty 50 TRITER · 0.75%Inception · 02-03-2019
NAV
₹23.85
-0.02% · as of 15-07-2026
Since inception
12.72%
CAGR
Benchmark (inception)
13.26%
CAGR
Fund size
₹209 Cr
AUM
Expense ratio
0.75%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +12.72% CAGR vs benchmark +13.26%.
Portfolio
Where the money is invested
Top holdings
Nestle India Ltd8.74%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-7.78%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 17.64%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-6.56%
ITC LIMITED EQ NEW FV RE.1/-6.13%
CIPLA LIMITED EQ NEW FV RS.2/-5.26%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.39%
Dr. Reddys Laboratories Ltd3.30%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-2.74%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.52%
Sector allocation
Fast Moving Consumer Goods29.07%
Healthcare20.67%
Financial Services12.98%
Information Technology7.02%
Automobile and Auto Components5.15%
Metals & Mining4.61%
Oil, Gas & Consumable Fuels3.70%
Consumer Durables3.65%
Services2.16%
Construction Materials2.11%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.7% p.a.₹10,000
10 years
Projected value
₹24,25,608
Invested: ₹12,00,000
Gained: ₹12,25,608
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Ms. Sukanya Ghosh
Manager since fund inception data not available
ISIN & identifiers
AMFI code
146644
ISIN (Growth)
INF200KA1A48
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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