IndiPe
Sbi Mutual Fund logo

SBI Equity Minimum Variance Fund-Reg(G)

Sbi Mutual Fund

  • Equity
  • Thematic Fund
  • Very High Risk

Performance Chart

Fund Overview

Assets Under Management (AUM)
₹209.31 Cr
Expense Ratio
0.64%
Riskometer
Very High
Category
Thematic Fund
Asset Type
Equity
Benchmark
NIFTY 50 - TRI
SIP
Available
Switch
Available
Inception Date
28 Feb 2026
ISIN
INF200KA1A48
Scheme Code
575G
Fund Scheme ID
13738

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Performance & Returns

Calculate SIP Returns

Returns by period

PeriodTrailing ReturnAbsolute ReturnAnnualised ReturnCAGR
1 Month-4.26%-4.30%-50.14%-28.33%
3 Months0.66%0.21%2.62%2.85%
6 Months0.60%0.11%1.19%-1.39%
1 Year-2.43%-2.51%-2.43%-1.32%
3 Years7.69%23.40%8.30%8.06%
5 Years8.06%46.96%9.48%8.25%
Since Inception12.12%134.16%18.08%12.21%

Past performance is not indicative of future returns.

Portfolio

Asset Allocation

100.00%

  • Domestic Equities98.63%
  • Cash & Cash Equivalents and Net Assets1.37%

Top Sectors

  • FMCG22.25%
  • Healthcare21.65%
  • Bank6.68%
  • IT6.32%
  • Agri5.98%
  • Automobile & Ancillaries5.00%
  • Finance4.11%
  • Chemicals2.70%

Holdings

Overview of fund allocations across sectors and securities

  • FMCG

    Value

    ₹46.57 Cr

    Weightage

    22.25%

  • Healthcare

    Value

    ₹45.32 Cr

    Weightage

    21.65%

  • Bank

    Value

    ₹13.98 Cr

    Weightage

    6.68%

  • IT

    Value

    ₹13.23 Cr

    Weightage

    6.32%

  • Agri

    Value

    ₹12.52 Cr

    Weightage

    5.98%

  • Automobile & Ancillaries

    Value

    ₹10.47 Cr

    Weightage

    5.00%

  • Finance

    Value

    ₹8.60 Cr

    Weightage

    4.11%

  • Chemicals

    Value

    ₹5.65 Cr

    Weightage

    2.70%

  • Insurance

    Value

    ₹5.63 Cr

    Weightage

    2.69%

  • Retailing

    Value

    ₹4.84 Cr

    Weightage

    2.31%

  • Telecom

    Value

    ₹4.06 Cr

    Weightage

    1.94%

  • Iron & Steel

    Value

    ₹3.91 Cr

    Weightage

    1.87%

  • Mining

    Value

    ₹3.89 Cr

    Weightage

    1.86%

  • Power

    Value

    ₹3.79 Cr

    Weightage

    1.81%

  • Crude Oil

    Value

    ₹3.39 Cr

    Weightage

    1.62%

  • Trading

    Value

    ₹3.16 Cr

    Weightage

    1.51%

  • Miscellaneous

    Value

    ₹2.53 Cr

    Weightage

    1.21%

  • Logistics

    Value

    ₹2.51 Cr

    Weightage

    1.20%

  • Aviation

    Value

    ₹2.45 Cr

    Weightage

    1.17%

  • Diversified

    Value

    ₹2.32 Cr

    Weightage

    1.11%

  • Infrastructure

    Value

    ₹2.20 Cr

    Weightage

    1.05%

  • Diamond & Jewellery

    Value

    ₹2.05 Cr

    Weightage

    0.98%

  • Construction Materials

    Value

    ₹2.03 Cr

    Weightage

    0.97%

  • Non - Ferrous Metals

    Value

    ₹1.99 Cr

    Weightage

    0.95%

  • Capital Goods

    Value

    ₹1.86 Cr

    Weightage

    0.89%

  • Others

    Value

    ₹0.33 Cr

    Weightage

    0.16%

About

Fund Manager(s)

Ms. Sukanya Ghosh

Launch Date

28 Feb 2026

Benchmark

NIFTY 50 - TRI

Objective

The investment objective of the scheme is to to provide long term capital appreciation by investingin a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfoliovolatility .However there is no guarantee or assurance that the investment objective of the scheme will be achieved.

RISKOMETER

LOWLOW TOMODERATEMODERATEMODERATELYHIGHHIGH

The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.

Exit Load, Stamp Duty and Tax Implication

Exit load
0.50% on or before 15D, Nil after 15D
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
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