3 Year return

Launched on March 2019 (5 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹190.17 Cr.

Expense Ratio

0.41% (inclusive of GST)

Exit Load

For exit within 15 dyas from the date of allotment - 0.50% For exit after 15 days from the date of allotment - Nil.


ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings


SBI Mutual Fund Managers


Raviprakash Sharma

Fund Manager since Apr 2022

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Equity Minimum Variance Fund Direct Plan Growth

The SBI Equity Minimum Variance Fund Direct Plan Growth is managed by SBI Mutual Fund, one of the leading mutual fund houses in India. This fund falls under the category of Equity - Thematic, aiming to provide investors exposure to equity securities that have demonstrated lower historical volatility.

Investment Objectives of the Scheme

The primary goal of this fund is to invest in a diversified portfolio of equity and equity-related securities with the aim of achieving long-term capital appreciation. The unique aspect of the fund lies in its approach to minimizing volatility by selecting stocks that historically have exhibited lower price fluctuations.

Key Features of The Fund

5-year return 18.7%
Expense Ratio 0.41%
Fund Manager Raviprakash Sharma
Fund Size ₹190.17 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund is suitable for investors who are seeking exposure to equities while aiming to manage the inherent volatility of the stock market. If you have a moderate to high-risk tolerance and are looking for potential long-term capital appreciation, this fund can be considered. It could be especially appealing if you're interested in a strategy that aims to lower the impact of market fluctuations on your portfolio.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 3333 1800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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What is today's NAV of SBI Equity Minimum Variance Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Equity Minimum Variance Fund Jun 19 2024 is 23.7026

What is the AUM of SBI Equity Minimum Variance Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Equity Minimum Variance Fund is 190.17 crore.

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

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Equity Minimum Variance Fund is 0.41%

What are the returns of SBI Equity Minimum Variance Fund since inception?

The SBI Equity Minimum Variance Fund was launched on Mar 02 2019. The fund has delivered a CAGR of 18.05 since inception.

What is the minimum SIP amount to invest in SBI Equity Minimum Variance Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Equity Minimum Variance Fund is 500.

How do I invest in SBI Equity Minimum Variance Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Equity Minimum Variance Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Equity Minimum Variance Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Equity Minimum Variance Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.