November 22, 2025
RA Jainee
SBI Equity Minimum Variance Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 25.4895
NAV IDCW: Rs 25.4879
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Raviprakash Sharma
Education: Mr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA).
Experience: Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.
Investment Details
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 500 |
| Min. Withdrawal (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 15 days |
Basic Details of SBI Equity Minimum Variance Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 19-Mar-19 |
| Return Since Launch | 15.18% |
| Benchmark | NIFTY 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 229 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.42% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 49.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Equity Minimum Variance Dir | 7.94 | -0.21 | 0.18 | 2.99 | 5.63 | 9.67 | 14.52 | 16.72 | — | — |
| BSE 500 TRI | 7.24 | -0.75 | 0.21 | 2.93 | 5.31 | 9.84 | 16.23 | 18.80 | — | — |
Peer Comparison of SBI Equity Minimum Variance Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Equity Minimum Variance Dir | Unrated | 9.67 | 14.52 | 16.72 | 0.42 | 229 | 15.18 | 0.50 (15) | 6Y 8M | 49.00 |
| ICICI Pru India Opportunities Dir | Unrated | 15.08 | 24.66 | 31.95 | 0.66 | 32,669 | 22.88 | 1.00 (365) | 6Y 10M | 63.00 |
| Franklin India Opportunities Dir | Unrated | 10.72 | 30.82 | 26.51 | 0.51 | 8,189 | 18.19 | 1.00 (365) | 12Y 10M | 49.00 |
| HDFC Defence Dir | Unrated | 21.93 | — | — | 0.78 | 7,557 | 44.84 | 1.00 (365) | 2Y 5M | 15.33 |
| Sundaram Services Dir | Unrated | 15.68 | 19.72 | 23.89 | 0.73 | 4,674 | 21.00 | 1.00 (365) | 7Y 2M | 43.10 |
Portfolio Analysis of SBI Equity Minimum Variance Fund
| No. of Stocks | 51 |
| Top 10 Stocks | 55.31% |
| Top 5 Stocks | 36.67% |
| Top 3 Sectors | 62.95% |
| Portfolio P/B Ratio | 4.76 |
| Portfolio P/E Ratio | 28.00 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,39,307 | 1,37,796 |
| Giant (%) | 82.29 | 42.47 |
| Large (%) | 17.71 | 25.03 |
| Mid (%) | — | 29.08 |
| Small (%) | — | 8.84 |
| Tiny (%) | — | 0.02 |
Chanakya’s Mutual Fund Guidance For SBI Equity Minimum Variance Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://online.sbimf.com/login
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status