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EQUITY•SECTORAL / THEMATIC

SBI Equity Minimum Variance Fund

3 Year return

13.30%
NAV on December 16, 2025
25.2297
1D Returns
+0.03%
Launched on March 2019(6 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
23.42%₹843
Total Value ₹4,443

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹223.49 Cr.
Expense Ratio
0.42% (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.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

MJ

Mohit Jain

Fund Manager since Sep 2020

RS

Raviprakash Sharma

Fund Manager since Aug 2011

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund24.6533%
0
SBI PSU Fund27.4246%
0
Aditya Birla Sun Life PSU Equity Fund25.7964%
0

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
14.9722%
Expense Ratio
0.42%
Fund Manager
Mohit Jain
Fund Size
₹223.49 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

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://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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FAQs

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 on December 16, 2025, is ₹25.2297
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 ₹223.49 crore.
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 0.42%
The SBI Equity Minimum Variance Fund was launched on March 02, 2019. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,443 in 3Y at 13.3004% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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