SBI Equity Minimum Variance Fund
Equity
●
Thematic
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹23.30
Expense Ratio
0.75%
Min SIP
₹500
Fund Size
₹193Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 15D, Nil after 15D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.03%
Beta
0.91
Sharpe Ratio
0.138668
Risk
11.54%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(1.81)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Aditya Birla Sun Life Business Cycle Fund
- ICICI Prudential Commodities Fund
- Kotak Special Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Motilal Oswal Manufacturing Fund
- ICICI Prudential Transportation and Logistics Fund
- HDFC Housing Opportunities Fund
- HDFC Transportation and Logistics Fund
- HDFC Innovation Fund
- HDFC Defence Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- SBI Innovative Opportunities Fund
- WhiteOak Capital Special Opportunities Fund
- Nippon India Innovation Fund
- Invesco India Manufacturing Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Quant Fund
- Motilal Oswal Business Cycle Fund
- The Wealth Company Ethical Fund
- ICICI Prudential Conglomerate Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Quant Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- Shriram Multi Sector Rotation Fund
- Sundaram Business Cycle Fund
- Edelweiss Business Cycle Fund
- Quant Manufacturing Fund
- Kotak Manufacture in India Fund
- Invesco India ESG Integration Strategy Fund
- UTI-Transportation and Logistics Fund
- Kotak Active Momentum Fund
- Bank of India Business Cycle Fund
- UTI Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- Taurus Ethical Fund
- Franklin India Opportunities Fund
- Nippon India Quant Fund
- Axis Innovation Fund
- Tata Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Bandhan Transportation and Logistics Fund
- DSP Business Cycle Fund
- Quant Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Baroda BNP Paribas Innovation Fund
- Quantum ESG Best In Class Strategy Fund
- Motilal Oswal Innovation Opportunities Fund
- HSBC India Export Opportunities Fund
- Union Active Momentum Fund
- Axis Momentum Fund
- Quant Quantamental Fund
- ICICI Prudential Manufacturing Fund
- 360 ONE Quant Fund
- SBI Quality Fund
- ICICI Prudential Quant Fund
- Tata Ethical Fund
- HDFC Business Cycle Fund
- Baroda BNP Paribas Business Cycle Fund
- Invesco India PSU Equity Fund
- SBI Quant Fund
- Aditya Birla Sun Life PSU Equity Fund
- Quant Commodities Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Bandhan Innovation Fund
- Mahindra Manulife Manufacturing Fund
- HDFC Manufacturing Fund
- Motilal Oswal Active Momentum Fund
- Mahindra Manulife Innovation Opportunities Fund
- LIC MF Manufacturing Fund
- Tata India Innovation Fund
- Union Business Cycle Fund
- SBI Equity Minimum Variance Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Innovation & Opportunities Fund
- SBI PSU Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Baroda BNP Paribas Business Conglomerates Fund
- ICICI Prudential Housing Opportunities Fund
- Quantum Ethical Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Bandhan Business Cycle Fund
- Sundaram Multi-Factor Fund
- WhiteOak Capital Quality Equity Fund
- ICICI Prudential Active Momentum Fund
- Baroda BNP Paribas Manufacturing Fund
- Nippon India Active Momentum Fund
- ITI Business Cycle Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
Sukanya Ghosh
SBI Mutual FundTotal assets under management
₹1116.71L Crores
Date of incorporation
7 Feb 1992
SBI Equity Minimum Variance Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the SBI Equity Minimum Variance Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The SBI Equity Minimum Variance Fund has an AUM of ₹193.41 Cr as on 4/13/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.66%. The risk is Very High against the category average of 67.06.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on SBI Equity Minimum Variance Fund.
Ans. The expense ratio of SBI Equity Minimum Variance Fund is 0.75%.