SBI Equity Minimum Variance Fund Regular-IDCW

Fund Details

NAV 24.1589

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 6.89

Fund Size(in Crores) 221.49

Fund Performance

1 Month -2.13%

3 Month -1.12%

6 Month 2.49%

1 Year 4.49%

3 Year 13.21%

5 Year 12.88%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (100%) Market Cap Small Cap 2.75 Mid Cap 1.91 Large Cap 95.34 Top Sectors Financial 35.12 Energy 12 Technology 10.42 Automobile 6.97 Consumer Staples 6.43 Communication 4.92 Services 4.78 Healthcare 4.15 Construction 4.02 Materials 3.89 Metals & Mining 3.25 Insurance 1.45 Consumer Discretionary 1.4 Capital Goods 1.2 Top Holding Kwality Walls India 0.03 Shriram Finance 1.17 Bharti Airtel 4.92 Larsen & Toubro 4.02 Bajaj Auto 0.87 ITC 3.26 Bajaj Finance 2.2 Axis Bank 3.05 Kotak Mahindra Bank 2.72 Sun Pharmaceutical Industries 1.53 Power Grid Corporation Of India 1.01 Trent 0.8 SBI Life Insurance Company 0.77 Bajaj Finserv 0.98 Adani Ports and Special Economic Zone 0.85 Wipro 0.63 Hindalco Industries 1.08 HCL Technologies 1.44 Tata Steel 1.25 Dr. Reddy's Laboratories 0.65 Tata Consumer Products 0.65 HDFC Bank 12.72 Tata Consultancy 2.75 Mahindra & Mahindra 2.78 Max Healthcare Institute 0.65 ICICI Bank 8.05 Titan Company 1.4 Coal India 0.76 Grasim Industries 0.91 NTPC 1.31 Interglobe Aviation 0.96 Infosys 4.75 Ultratech Cement 1.17 Tata Motors Passenger Vehicles 0.64 Hindustan Unilever 1.72 Eicher Motors 0.84 Nestle India 0.77 ONGC 0.78 HDFC Life Insurance 0.68 State Bank of India 3.42 Cipla 0.71 Eternal 1.68 Apollo Hospitals Enterprise 0.61 Maruti Suzuki India 1.84 Reliance Industries 8.9 Tech Mahindra 0.85 Asian Paints 1.05 JSW Steel 0.92 Adani Enterprises 0.49 Bharat Electronics 1.2 JIO Financial 0.81

Debt & Others (0%) Sector Allocation Margin Money 0 Reverse Repo 0.15 Net Payables -0.15 Debt Credit Ratings Debt Category Others 0.0

Comparison with same funds

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -2.44% Ret 1Y 5.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y 5.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y 5.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -1.4% Ret 1Y 6.95% Ret 3Y 15.79% Ret 5Y 14.35%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -1.4% Ret 1Y 6.95% Ret 3Y 15.79% Ret 5Y 14.35%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -1.4% Ret 1Y 6.95% Ret 3Y 15.79% Ret 5Y 14.35%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 0.05% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 0.05% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 0.05% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -2.91% Ret 1Y 9.96% Ret 3Y 14.82% Ret 5Y 9.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -2.91% Ret 1Y 9.96% Ret 3Y 14.82% Ret 5Y 9.75%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.75%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Pradeep Kesavan

Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA

Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech

Raviprakash Sharma

Education Mr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA).

Experience Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 64

Date of Incorporation 2019-03-19

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.