What is the current price / NAV of SBI Equity Minimum Variance Fund?

The current NAV of SBI Equity Minimum Variance Fund is ₹23.79, as of 18th September 2026.

What are the returns of SBI Equity Minimum Variance Fund?

The SBI Equity Minimum Variance Fund was launched on 19th March 2019. This mutual fund's past returns are as follows: 1 Year Returns: -5.00% 3 Year Returns: 6.49% 5 Year Returns: 7.92%

What are the top 5 sectoral holdings of SBI Equity Minimum Variance Fund?

The top sectors SBI Equity Minimum Variance Fund has invested in are as follows: Pharmaceuticals | 16.34% IT Services & Consulting | 9.12% Labs & Life Sciences Services | 9.10% Packaged Foods & Meats | 8.27% FMCG - Household Products | 5.71% This data is as on 18th September 2026.

What are the top 5 holdings of SBI Equity Minimum Variance Fund?

The top 5 holdings for SBI Equity Minimum Variance Fund are as follows: Sun Pharmaceutical Industries Ltd | 8.48% Nestle India Ltd | 8.27% Apollo Hospitals Enterprise Limited | 8.18% Hindustan Unilever Ltd | 5.71% Tata Consumer Products Ltd | 4.91% This data is as on 18th September 2026.

What is the asset allocation of SBI Equity Minimum Variance Fund?

The asset allocation for SBI Equity Minimum Variance Fund is as follows: Equity | 99.10% Cash & Equivalents | 0.90% This data is as on 18th September 2026.

What is the AUM of SBI Equity Minimum Variance Fund?

The AUM (i.e. assets under management) of SBI Equity Minimum Variance Fund is ₹207.95 Cr as of 18th September 2026.

What is the expense ratio of SBI Equity Minimum Variance Fund?

The expense ratio of SBI Equity Minimum Variance Fund Plan is 0.36 as of 18th September 2026.

What is the alpha ratio of SBI Equity Minimum Variance Fund?

The alpha ratio for the SBI Equity Minimum Variance Fund is -0.50 Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

What is the volatility or standard deviation of SBI Equity Minimum Variance Fund?

The volatility or standard deviation for the SBI Equity Minimum Variance Fund is 11.31 Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

What is the sharpe ratio of SBI Equity Minimum Variance Fund?

The Sharpe ratio for the SBI Equity Minimum Variance Fund is -0.77 The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

What is the Sortino ratio of SBI Equity Minimum Variance Fund?

The Sortino Ratio for the SBI Equity Minimum Variance Fund is -0.08 The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

What is the Price to Earnings (PE) ratio of SBI Equity Minimum Variance Fund?

The PE ratio of SBI Equity Minimum Variance Fund is 23.04, while category PE ratio is 32.68.

SBI Equity Minimum Variance Fund: NAV, Performance, Returns

No LabelNo Label	Expense RatioExpense Ratio	No LabelNo Label
0.55	0.36	-0.77

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.90	-0.00	23.04

PlanPlan	Lock inLock in Lock in Period Period before which your investment can't be withdrawn from the MF scheme	Exit LoadExit Load Exit Load The fee that the AMC charges investors at the time of exiting or redeeming their fund units.
Growth	0 yrs	0.50% 0.50% on or before 15D Nil after 15D

SIP Inv.SIP Inv. Sip Investment If SIP investments are allowed in the fund or not	Min. LumpsumMin. Lumpsum Minimum Lumpsum Inv Amount Minimum investment the AMC allows in the given scheme via lumpsum route
Allowed	₹ 5,000 Initial: ₹ 5,000 Incremental: ₹ 1,000

BenchmarkBenchmark Benchmark Index Benchmark index wrt which performance of the fund is tracked
NIFTY 50 - TRI

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI Equity Minimum Variance Fund	-5.00%	6.49%	12.24%
ICICI Pru India Opp Fund	-1.36%	13.37%	19.45%
HDFC Defence Fund	21.09%	37.07%	40.75%
Franklin India Opportunities Fund	3.31%	21.33%	17.29%

What is the current price / NAV of SBI Equity Minimum Variance Fund?
The current NAV of SBI Equity Minimum Variance Fund is ₹23.79, as of 18th September 2026.
What are the returns of SBI Equity Minimum Variance Fund?
The SBI Equity Minimum Variance Fund was launched on 19th March 2019. This mutual fund's past returns are as follows:
- 1 Year Returns: -5.00%
- 3 Year Returns: 6.49%
- 5 Year Returns: 7.92%
What are the top 5 sectoral holdings of SBI Equity Minimum Variance Fund?
The top sectors SBI Equity Minimum Variance Fund has invested in are as follows:
- Pharmaceuticals | 16.34%
- IT Services & Consulting | 9.12%
- Labs & Life Sciences Services | 9.10%
- Packaged Foods & Meats | 8.27%
- FMCG - Household Products | 5.71%
This data is as on 18th September 2026.
What are the top 5 holdings of SBI Equity Minimum Variance Fund?
The top 5 holdings for SBI Equity Minimum Variance Fund are as follows:
- Sun Pharmaceutical Industries Ltd | 8.48%
- Nestle India Ltd | 8.27%
- Apollo Hospitals Enterprise Limited | 8.18%
- Hindustan Unilever Ltd | 5.71%
- Tata Consumer Products Ltd | 4.91%
This data is as on 18th September 2026.
What is the asset allocation of SBI Equity Minimum Variance Fund?
The asset allocation for SBI Equity Minimum Variance Fund is as follows:
- Equity | 99.10%
- Cash & Equivalents | 0.90%
This data is as on 18th September 2026.
What is the AUM of SBI Equity Minimum Variance Fund?
The AUM (i.e. assets under management) of SBI Equity Minimum Variance Fund is ₹207.95 Cr as of 18th September 2026.
What is the expense ratio of SBI Equity Minimum Variance Fund?
The expense ratio of SBI Equity Minimum Variance Fund Plan is 0.36 as of 18th September 2026.
What is the alpha ratio of SBI Equity Minimum Variance Fund?
The alpha ratio for the SBI Equity Minimum Variance Fund is -0.50

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of SBI Equity Minimum Variance Fund?
The volatility or standard deviation for the SBI Equity Minimum Variance Fund is 11.31

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of SBI Equity Minimum Variance Fund?
The Sharpe ratio for the SBI Equity Minimum Variance Fund is -0.77

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of SBI Equity Minimum Variance Fund?
The Sortino Ratio for the SBI Equity Minimum Variance Fund is -0.08

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of SBI Equity Minimum Variance Fund?
The PE ratio of SBI Equity Minimum Variance Fund is 23.04, while category PE ratio is 32.68.

SBI Equity Minimum Variance Fund Direct Growth

Scorecard

SBI Equity Minimum Variance Fund Direct Growth

Scorecard

SBI Equity Minimum Variance Fund Performance & Key Metrics

SBI Equity Minimum Variance Fund Performance & Key Metrics

SBI Equity Minimum Variance Fund Scheme InfoSBI Equity Minimum Variance Fund Scheme Info

About Thematic Fund

About Thematic Fund

SBI Equity Minimum Variance Fund Peers

SBI Equity Minimum Variance Fund Peers & Comparison

SBI Equity Minimum Variance Fund Returns Comparison

SBI Equity Minimum Variance Fund Portfolio

SBI Equity Minimum Variance Fund Asset Allocation

SBI Equity Minimum Variance Fund Asset Allocation

SBI Equity Minimum Variance Fund Sector Distribution

SBI Equity Minimum Variance Fund Sector Distribution

SBI Equity Minimum Variance Fund Sector Weightage

SBI Equity Minimum Variance Fund Sector Weightage

SBI Equity Minimum Variance Fund Current Holdings

SBI Equity Minimum Variance Fund Current Holdings

AMC Profile of SBI Equity Minimum Variance Fund

AMC Profile of SBI Equity Minimum Variance Fund

SBI Equity Minimum Variance Fund Manager Details

SBI Equity Minimum Variance Fund Manager Details

SBI Equity Minimum Variance Fund Manager Profile

SBI Equity Minimum Variance Fund Manager Profile

Sukanya Ghosh

Qualification

Past Experience

Funds Managed (2)

SBI Equity Minimum Variance Fund Manager Performance (0)