SBI Equity Minimum Variance Fund Regular-IDCW
SBI Equity Minimum Variance Fund Regular-IDCW: Mutual Fund Overview
SBI Equity Minimum Variance Fund Regular-IDCW is an Thematic mutual fund with over 7.01 years of performance history. The scheme manages an AUM of ₹216.34 Cr and has a NAV of ₹21.7273. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -3.35%.
Equity, Thematic, Principal at very high risk
1 Year Return -3.35% at 24 Mar 2026 04:21 PM
Fund Details
NAV 21.7273
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 7.01
Fund Size(in Crores) 216.34
Fund Performance
1 Month -10.66%
3 Month -12.31%
6 Month -9.98%
1 Year -3.35%
3 Year 10.8%
5 Year 10.44%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.92%) Market Cap Mid Cap 1.06 Large Cap 98.86 Top Sectors Consumer Staples 28.95 Healthcare 19.4 Financial 13.92 Technology 5.81 Materials 5.63 Automobile 5.1 Services 4.8 Energy 4.35 Insurance 3.39 Metals & Mining 3.33 Communication 1.94 Capital Goods 1.14 Consumer Discretionary 1.1 Construction 1.06 Top Holding Bajaj Finance 1.04 Grasim Industries 1.01 Asian Paints 2.43 Kotak Mahindra Bank 0.97 Tata Consumer Products 5.03 Bajaj Finserv 1.01 JSW Steel 1.1 Ultratech Cement 1.1 Reliance Industries 0.9 NTPC 1.12 HCL Technologies 0.87 JIO Financial 0.87 Bharat Electronics 1.14 Tata Consultancy 2.42 Apollo Hospitals Enterprise 3.49 Eternal 0.89 Hindustan Unilever 8.21 Infosys 0.82 Bharti Airtel 1.94 Hindalco Industries 1.03 Tata Steel 1.2 Coal India 1.09 ICICI Bank 3.35 HDFC Life Insurance 1.65 Mahindra & Mahindra 0.92 Max Healthcare Institute 1.06 Shriram Finance 1.1 Tata Motors Passenger Vehicles 1.07 Wipro 0.83 HDFC Bank 3.21 SBI Life Insurance Company 1.74 Nestle India 8.32 Trent 0.91 State Bank of India 1.24 Adani Enterprises 0.98 Larsen & Toubro 1.06 Sun Pharmaceutical Industries 7.83 ITC 7.39 ONGC 1.19 Cipla 5.04 Dr. Reddy's Laboratories 1.98 Bajaj Auto 1.08 Maruti Suzuki India 0.9 Interglobe Aviation 0.97 Eicher Motors 1.13 Axis Bank 1.13 Power Grid Corporation Of India 1.14 Adani Ports and Special Economic Zone 1.05 Titan Company 1.1 Tech Mahindra 0.87
Debt & Others (0.08%) Sector Allocation Repo 0.51 Net Payables -0.43 Debt Credit Ratings Debt Category Others 0.08
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -12.06% Ret 1Y -5.57% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -12.06% Ret 1Y -5.57% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.38% Ret 1Y 17.22% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.38% Ret 1Y 17.22% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M -11.97% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%
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
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.
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
Sukanya Ghosh
Education Ms. Ghosh is a Commerce Graduate and holds a CA degree.
Experience Prior to this, she had worked as Asst. Manager-Product Development with ABN AMRO AMC and with Birla Sun Life AMC and in the intercompany team of ABN AMRO Central Enterprises Pvt. Ltd.
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) 37
Date of Incorporation 2019-03-19
Total AUM 1268212.63
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.
Take Your Next Step
SBI Equity Minimum Variance Fund Regular-IDCW FAQs
How to invest in SBI Equity Minimum Variance Fund Regular-IDCW?
Investing in SBI Equity Minimum Variance Fund Regular-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Equity Minimum Variance Fund Regular-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Equity Minimum Variance Fund Regular-IDCW?
The term expense ratio for SBI Equity Minimum Variance Fund Regular-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Equity Minimum Variance Fund Regular-IDCW is 0.75% as of 24 Mar 2026.
What is the NAV of SBI Equity Minimum Variance Fund Regular-IDCW?
The NAV of SBI Equity Minimum Variance Fund Regular-IDCW is ₹21.7273 as of 24 Mar 2026.
What is the AUM of SBI Equity Minimum Variance Fund Regular-IDCW?
The AUM (Assets Under Management) of SBI Equity Minimum Variance Fund Regular-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Equity Minimum Variance Fund Regular-IDCW is ₹216.34 Cr as of 24 Mar 2026.
What is the PE and PB ratio of SBI Equity Minimum Variance Fund Regular-IDCW?
The PE ratio of SBI Equity Minimum Variance Fund Regular-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Equity Minimum Variance Fund Regular-IDCW?
Yes, you can invest in SBI Equity Minimum Variance Fund Regular-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Equity Minimum Variance Fund Regular-IDCW in the last 5 years?
The return of SBI Equity Minimum Variance Fund Regular-IDCW in the last 5 years is 10.44%.
What is the minimum SIP investment required in SBI Equity Minimum Variance Fund Regular-IDCW?
The minimum SIP investment in SBI Equity Minimum Variance Fund Regular-IDCW depends on the fund's scheme rules and usually starts at a small amount. For SBI Equity Minimum Variance Fund Regular-IDCW, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Equity Minimum Variance Fund Regular-IDCW?
The NAV of SBI Equity Minimum Variance Fund Regular-IDCW, as of 24 Mar 2026, is ₹21.7273.
Who manages the SBI Equity Minimum Variance Fund Regular-IDCW?
The fund managers responsible for SBI Equity Minimum Variance Fund Regular-IDCW are:
- Raviprakash Sharma
- Pradeep Kesavan
- Sukanya Ghosh