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SBI Equity Minimum Variance Fund
2Fund 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
₹23.79
Total Expense Ratio
0.55%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹208Cr
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
0.04%
Beta
0.90
Sharpe Ratio
0.070282
Risk
6.82%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-4.24)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- SBI Equity Minimum Variance Fund
- ICICI Prudential Quality Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- ICICI Prudential Active Momentum Fund
- Aditya Birla Sun Life Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential Housing Opportunities Fund
- Tata Ethical Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Conglomerate Fund
- Aditya Birla Sun Life Special Opportunities Fund
- The Wealth Company Ethical Fund
- Kotak Special Opportunities Fund
- HSBC Business Cycles Fund
- Quant Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Tata Business Cycle Fund
- HDFC Business Cycle Fund
- UTI-Transportation and Logistics Fund
- Axis Quant Fund
- Axis Innovation Fund
- Kotak Transportation & Logistics Fund
- Bandhan Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- SBI Innovative Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Active Momentum Fund
- Union Business Cycle Fund
- UTI Innovation Fund
- Quant Commodities Fund
- Quant ESG Integration Strategy Fund
- Shriram Multi Sector Rotation Fund
- HDFC Innovation Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Innovation Opportunities Fund
- DSP Business Cycle Fund
- Sundaram Multi-Factor Fund
- SBI Quality Fund
- NJ Momentum Fund
- JioBlackRock Sector Rotation Fund
- HDFC Defence Fund
- Kotak ESG Exclusionary Strategy Fund
- Quant Manufacturing Fund
- SBI Quant Fund
- Invesco India ESG Integration Strategy Fund
- ICICI Prudential Transportation and Logistics Fund
- Union Active Momentum Fund
- Union Innovation & Opportunities Fund
- HDFC Consumption Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- HSBC India Export Opportunities Fund
- 360 ONE Quant Fund
- Invesco India Manufacturing Fund
- Canara Robeco Manufacturing Fund
- Aditya Birla Sun Life Quant Fund
- Bandhan Business Cycle Fund
- Edelweiss Business Cycle Fund
- Sundaram Business Cycle Fund
- Mahindra Manulife Innovation Opportunities Fund
- Tata India Innovation Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- LIC MF Manufacturing Fund
- Invesco India Business Cycle Fund
- Axis Momentum Fund
- Franklin India Opportunities Fund
- ICICI Prudential Quant Fund
- Invesco India PSU Equity Fund
- HDFC Housing Opportunities Fund
- Bandhan Multi-Factor Fund
- Edelweiss Recently Listed IPO Fund
- ICICI Prudential Manufacturing Fund
- Kotak Manufacture in India Fund
- ICICI Prudential PSU Equity Fund
- Kotak Active Momentum Fund
- Quant Quantamental Fund
- Taurus Ethical Fund
- Motilal Oswal Business Cycle Fund
- Nippon India Active Momentum Fund
- Nippon India Innovation Fund
- Bank of India Business Cycle Fund
- HDFC Transportation and Logistics Fund
- Motilal Oswal Manufacturing Fund
- Axis Business Cycles Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Baroda BNP Paribas Business Conglomerates Fund
- WhiteOak Capital Quality Equity Fund
- SBI PSU Fund
- Quantum ESG Best In Class Strategy Fund
- Nippon India Quant Fund
- Quantum Ethical Fund
- Kotak Pioneer Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Kotak Rural Opportunities Fund
- Mahindra Manulife Manufacturing Fund
- ITI Business Cycle 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 ₹207.95 Cr as on 9/11/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 13.49%. The risk is Very High against the category average of 46.18.
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 0.55%.