SBI Equity Minimum Variance Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Cost-efficient: expense ratio of 0.82% is lower than category median (2.52%).
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +8.99% | +6.32% | +2.67% |
| 3 Months | -0.45% | -0.20% | -0.25% |
| 6 Months | +0.93% | +5.98% | -5.05% |
| 1 Year | -1.37% | +3.90% | -5.27% |
| 3 Years CAGR | +7.91% | +13.23% | -5.32% |
| 5 Years CAGR | +8.98% | +10.72% | -1.74% |
| 7 Years CAGR | +13.07% | +15.35% | -2.28% |
| Since Inception | +12.35% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in SBI Equity Minimum Variance Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -2.34% | +4.03% | -6.37% |
| 2025 | +7.07% | +1.43% | +5.64% |
| 2024 | +8.05% | +20.41% | -12.36% |
| 2023 | +28.02% | +30.70% | -2.68% |
| 2022 | +6.17% | +1.66% | +4.51% |
| 2021 | +23.84% | +30.31% | -6.47% |
| 2020 | +24.23% | +13.54% | +10.69% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -25.74% | +15.28% | +10.79% | +87.77% | 83.5% | 35.6% |
| 3-Year Rolling | +4.71% | +16.10% | +16.41% | +31.45% | 100.0% | 24.1% |
| 5-Year Rolling | +6.30% | +16.04% | +17.21% | +26.18% | 100.0% | 2.8% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-13 | 2020-03-23 | -33.0% | 1 months | 4 months |
| 2024-09-27 | 2025-03-04 | -20.5% | 5 months | Not yet recovered |
| 2021-10-18 | 2022-06-17 | -14.3% | 8 months | 2 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related instruments including REITs | 90%-100% |
| Money market and other liquid instruments including units of domestic mutual funds | 0%-10% |
| Gold and Silver Instruments | 0%-10% |
| Units issued by InvITs | 0%-10% |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 208 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Axis ESG Integration Strategy Fund | 3.4 | +8.07% | 2.65% | 97.0% | Rs 1,026 cr | Compare → |
| DSP Quant Fund | 4.5 | +7.52% | 1.84% | 93.2% | Rs 747 cr | Compare → |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND | 4.0 | +8.02% | 2.25% | 106.9% | Rs 89.8 cr | Compare → |
| SBI MNC FUND | 4.1 | +7.39% | 2.01% | 90.3% | Rs 6,531 cr | Compare → |
| Sundaram Consumption Fund Formerly Known as Sundaram Rural and Consumption Fund | 3.1 | +8.50% | 2.52% | 115.0% | Rs 1,497 cr | Compare → |
Frequently Asked Questions about SBI Equity Minimum Variance Fund
What is the expense ratio of SBI Equity Minimum Variance Fund?
SBI Equity Minimum Variance Fund has a total expense ratio (TER) of 0.82% with a base expense ratio of 0.62%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages SBI Equity Minimum Variance Fund?
SBI Equity Minimum Variance Fund is managed by Sukanya Ghosh (tenure: 0.7 years since 2026-03-01).
What are the historical returns of SBI Equity Minimum Variance Fund?
SBI Equity Minimum Variance Fund delivered a 3-year CAGR of 7.91% and a 5-year CAGR of 8.98%. Its 1-year return stands at -1.37%.
How large is SBI Equity Minimum Variance Fund?
SBI Equity Minimum Variance Fund manages assets of Rs 208 cr, placing it in the 'small' size band relative to Sectoral / Thematic peers.
How is SBI Equity Minimum Variance Fund scored on MFIQ?
SBI Equity Minimum Variance Fund holds an MFIQ Score of 5.1/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is SBI Equity Minimum Variance Fund?
SBI Equity Minimum Variance Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 11.72% with a maximum historical drawdown of -32.98%.