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 (96.56%) Market Cap Mid Cap 44.84 Large Cap 15.34 Small Cap 36.38 Top Sectors Financial 17.82 Services 16.81 Capital Goods 11.44 Automobile 8.55 Healthcare 7.83 Technology 7.22 Consumer Discretionary 6.25 Metals & Mining 5.64 Energy 5.31 Consumer Staples 4.38 Communication 3.5 Chemicals 1.81 Top Holding Religare Enterprises 3.47 Coforge 3.8 Radico Khaitan 4.38 Piramal Finance 4.67 Amber Enterprises India 2.76 AU Small Finance Bank 3.75 Bharat Heavy Electricals 2.49 Acutaas Chemicals 3.71 Gabriel India 3.1 One97 Communications 6.54 MCX 5.6 Aditya Vision 2.51 Aditya Birla Capital 3.64 Shriram Finance 2.31 Bharti Airtel 3.5 SRF 1.81 Waaree Energies 3.01 Polycab India 3.09 Siemens Energy India 2.3 Meesho 2.17 Maruti Suzuki India 2.96 Titan Company 3.49 Dixon Technologies (India) 2.88 Hexaware Technologies 3.42 Jain Resource Recycling 2.83 Onesource Specialty Pharma 4.12 MTAR Technologies 2.98 ZF Commercial 2.49 PTC Industries 2.8

Debt & Others (3.44%) Sector Allocation CBLO 3.07 Net Receivables 0.37 Debt Credit Ratings Debt Category Others 3.44

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% 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

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.