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SBI Mutual Fund

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Equity Equity Sectoral Thematic
Fund House : SBI Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
NAV (as on 2025-06-11)
23.90 0.03%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-04 ₹1,000.00 ₹1,022.97
2.30 %
Two Week 2025-05-27 ₹1,000.00 ₹1,010.10
1.01 %
One Month 2025-05-12 ₹1,000.00 ₹1,015.30
1.53 %
Three Months 2025-03-13 ₹3,000.00 ₹3,185.26
6.18 %
Six Months 2024-12-13 ₹6,000.00 ₹6,313.27
5.22 %
One Year 2024-06-11 ₹12,000.00 ₹12,167.74
1.40 %
Three Year 2022-06-13 ₹36,000.00 ₹44,062.64
22.40 %
Five Year 2020-06-12 ₹60,000.00 ₹87,597.67
46.00 %
Since Inception 2019-03-02 ₹77,000.00 ₹127,592.36
65.70 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Nestle India Ltd. Food Products Equity 8.14
Hindustan Unilever Ltd. Diversified FMCG Equity 7.95
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology Equity 7.40
ITC Ltd. Diversified FMCG Equity 5.71
Tata Consultancy Services Ltd. IT - Software Equity 5.39
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology Equity 4.35
ICICI Bank Ltd. Banks Equity 3.61
Cipla Ltd. Pharmaceuticals & Biotechnology Equity 3.55
Tech Mahindra Ltd. IT - Software Equity 3.01
Bharti Airtel Ltd. Telecom - Services Equity 2.91
Tata Consumer Products Ltd. Agricultural Food & other Products Equity 2.81
Kotak Mahindra Bank Ltd. Banks Equity 2.24
HDFC Bank Ltd. Banks Equity 2.19
Apollo Hospitals Enterprise Ltd. Healthcare Services Equity 2.13
Asian Paints Ltd. Consumer Durables Equity 1.69
HCL Technologies Ltd. IT - Software Equity 1.68
SBI Life Insurance Co. Ltd. Insurance Equity 1.28
HDFC Life Insurance Company Ltd. Insurance Equity 1.26
Bharat Electronics Ltd. Aerospace & Defense Equity 1.22
Jio Financial Services Ltd. Finance Equity 1.20
IndusInd Bank Ltd. Banks Equity 1.20
Adani Ports and Special Economic Zone Ltd. Transport Infrastructure Equity 1.16
Eternal Ltd. Retailing Equity 1.13
Titan Company Ltd. Consumer Durables Equity 1.11
Hero MotoCorp Ltd. Automobiles Equity 1.11
Mahindra & Mahindra Ltd. Automobiles Equity 1.07
Reliance Industries Ltd. Petroleum Products Equity 1.07
Bajaj Auto Ltd. Automobiles Equity 1.05
Adani Enterprises Ltd. Metals & Minerals Trading Equity 1.04
Axis Bank Ltd. Banks Equity 1.03
Maruti Suzuki India Ltd. Automobiles Equity 1.02
Tata Motors Ltd. Automobiles Equity 1.02
Trent Ltd. Retailing Equity 1.01
State Bank of India Banks Equity 1.01
Larsen & Toubro Ltd. Construction Equity 1.01
Tata Steel Ltd. Ferrous Metals Equity 1.00
Bajaj Finance Ltd. Finance Equity 0.98
Bajaj Finserv Ltd. Finance Equity 0.96
Power Grid Corporation of India Ltd. Power Equity 0.95
Coal India Ltd. Consumable Fuels Equity 0.95
Eicher Motors Ltd. Automobiles Equity 0.95
Infosys Ltd. IT - Software Equity 0.95
Grasim Industries Ltd. Cement & Cement Products Equity 0.93
Shriram Finance Ltd. Finance Equity 0.93
Ultratech Cement Ltd. Cement & Cement Products Equity 0.93
Oil & Natural Gas Corporation Ltd. Oil Equity 0.93
Wipro Ltd. IT - Software Equity 0.91
JSW Steel Ltd. Ferrous Metals Equity 0.89
NTPC Ltd. Power Equity 0.89
Hindalco Industries Ltd. Non - Ferrous Metals Equity 0.89
TREPS - Debt 0.13
Net Receivable / Payable - - 0.07
SIP Calculator
Risk Ratios
Standard Deviation
12.45
Beta
0.89
Sharpe Ratio
1.02
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Mr. Raviprakash Sharma (over 24 years), Mr. Pradeep Kesavan (over 18 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹500.00
  • Type : equity
Exit load
For exit on or before 15 days from the date of allotment – 0.5%; For exit after 15 days from the date of allotment - Nil

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