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 (96.43%) Market Cap Small Cap 78.95 Mid Cap 7.39 Large Cap 10.1 Top Sectors Financial 20.34 Services 13.86 Healthcare 13.82 Capital Goods 7.94 Automobile 6.74 Consumer Discretionary 5.8 Metals & Mining 5.61 Chemicals 4.12 Construction 3.96 Materials 3.47 Technology 2.56 Textiles 2.05 Consumer Staples 1.69 Energy 1.57 Insurance 1.54 Communication 1.32 Unclassified 0.72 Others 0.01 Top Holding TVS Motor Company 1.07 Bajaj Finance 0.52 Sai Life Sciences 1.03 Orient Electric 0.28 Dr. Lal Pathlabs 1.83 Reliance Industries 0.61 GE Vernova T&D 1.16 Equitas Small Finance Bank 0.69 Atul 1.42 GNG Electronics 0.97 Care Ratings 1.08 Godawari Power And Ispat 2.21 State Bank of India 0.93 LG Electronics India 0.04 Sagility 1.55 Bata India 0.88 Bharti Airtel 1.28 JK Cement 1.55 Welspun Corp 2.19 Safari Industries (India) 1.82 Leela Palaces Hotels 0.6 K.P.R. Mill 2.05 ITC Hotels 0.32 Anthem Biosciences 1.13 CG Power 1.01 Britannia Industries 0.95 JB Chemicals 0.78 Jyothy Labs 0.7 Canara Robeco Asset Management Company 0.72 BlackBuck 0.66 Mahindra & Mahindra 1.13 Wendt (India) 1.16 Kirloskar Oil Engines 2.07 Bharat Electronics 1.18 Gabriel India 0.71 Triveni Turbine 1.76 Zensar Technologies 1.25 Onesource Specialty Pharma 1.99 Canara HSBC Life Insurance Company 1.54 Cholamandalam Financial 3.2 Sobha 1 CMS Info Systems 0.42 Axis Bank 0.84 Cera Sanitaryware 1.14 Krishna Institute 1.77 eClerx Services 2.06 Home First Finance Company India 1.09 Can Fin Homes 2.05 TVS Motor Company - Pref. Shares 0.01 Shriram Finance 0.99 Westlife Foodworld 0.72 Timken India 1.85 Motherson Wiring 2.12 L&T Fin 0.34 KFin Technologies 1.67 CAMS 1.54 Transport Corp 0.8 Neuland Laboratories 1.54 Karur Vysya Bank 3.36 Saatvik Green Energy 0.94 DCB Bank 1.77 Narayana Hrudayalaya 1.92 Navin Fluorine International 1.75 BlueStone Jewellery and Lifestyle 0.56 Tenneco Clean Air India 1.65 Mankind Pharma 1.05 Brigade Enterprises 1.18 Central Depository Services (India) 1.96 Capillary Technologies 1.27 Crompton Greaves Con. Electricals 0.31 Century Plyboards (India) 0.76 MCX 2.09 Aditya Infotech 0.04 Cohance Lifesciences 0.68 Pine Labs 0.79 Eternal 0.6 CarTrade Tech 1.32 Fine Organic Industries 0.9 Vesuvius India 0.63 Wakefit Innovations 0.93

Debt & Others (3.5700000000000003%) Sector Allocation Repo 3.57 Mutual Fund 0.7 Net Payables -0.7 Debt Credit Ratings Debt Category Others 2.87 Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF-G 0.7

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.