SBI Equity Minimum Variance Fund Direct - Growth

Fund Details

NAV 25.3667

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 6.77

Fund Size(in Crores) 223.48

Fund Performance

1 Month -0.48%

3 Month 2.06%

6 Month 4.5%

1 Year 8.38%

3 Year 13.89%

5 Year 15.25%

Know This Fund

As on 23 Dec 2025

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

Equity (97.16%) Market Cap Large Cap 54.05 Mid Cap 33.94 Small Cap 9.17 Top Sectors Energy 33.31 Capital Goods 26.67 Financial 26.28 Services 4.78 Insurance 3.2 Metals & Mining 2.92 Top Holding BEML 3.19 Hindustan Aero 6.17 Mazagon Dock Shipbuilders 1.58 Dredging Corporation Of India 3.84 Cochin Shipyard 2.75 State Bank of India 9.67 Bharat Electronics 8.54 Hindustan Petroleum Corporation 3.01 Bharat Petroleum Corporation 7.21 NHPC 2.3 Indian Railway Catering & Tourism 0.94 Power Grid Corporation Of India 3.59 ONGC 3.07 Can Fin Homes 2.14 Indian Bank 6.51 Bharat Dynamics 4.44 National Aluminium Company 2.92 SBI Life Insurance Company 3.2 NTPC 4.58 REC 3.71 GAIL (India) 3.77 NTPC Green Energy 5.78 Bank of Baroda 4.25

Debt & Others (2.84%) Sector Allocation Repo 2.95 Net Payables -0.11 Debt Credit Ratings Debt Category Others 2.84

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Long Duration Fund Regular-Growth Ret 1M -0.43% Ret 1Y 4.23% Ret 3Y 7.2% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Long Duration Fund Regular-IDCW Ret 1M -0.43% Ret 1Y 4.23% Ret 3Y 7.2% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Long Duration Fund Regular-IDCW Reinvestment Ret 1M -0.43% Ret 1Y 4.23% Ret 3Y 7.2% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-Growth Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Daily Reinvestment Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Monthly Payout Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Quarterly Payout Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Quarterly Reinvestment Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Yearly Payout Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Yearly Reinvestment Ret 1M -0.15% Ret 1Y 2.13% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.42%

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

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) 15

Date of Incorporation 2019-03-19

Total AUM 2025-11-30

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.