SBI Equity Minimum Variance Fund - Regular Plan - Growth
NAV as on 2026-07-17 · Equity · Sectoral/Thematic
AUM
₹209 Cr
1Y Return
-0.1%
3Y CAGR
+8.8%
5Y CAGR
+10.4%
Expense
0.75%
Risk
Very High
1Y Return
-0.1%
3Y CAGR
+8.8%
5Y CAGR
+10.4%
Since Inception
+12.8%
AI Fund Analysis
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NAV History
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52-Week NAV Range
69% from 52W low
Fund Information
Fund House
SBI Mutual Fund
Category
Equity - Sectoral/Thematic
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Nestle India Ltd
Consumer Defensive
Hindustan Unilever Ltd
Consumer Defensive
Sun Pharmaceuticals Industries Ltd
Healthcare
ITC Ltd
Consumer Defensive
Tata Consumer Products Ltd
Consumer Defensive
Cipla Ltd
Healthcare
Dr Reddy's Laboratories Ltd
Healthcare
Apollo Hospitals Enterprise Ltd
Healthcare
ICICI Bank Ltd
Financial Services
Asian Paints Ltd
Basic Materials
Sector Allocation
Fundamentals
P/E Ratio
28.02
Cat avg: 28.97
P/B Ratio
4.24
Cat avg: 4.38
Dividend Yield
1.73%
Cat avg: 1.23%
Price/Sale
3.29
Price/Cash Flow
20.33
Risk Metrics (3Y)
Sharpe Ratio
0.23
Sortino Ratio
0.32
Std Deviation
14.50%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| SBI Equity Minimum Variance Reg Gr | 209 | 0.75 | -0.1% | +8.8% | +10.4% |
| ABSL India Flexicap (IFSC) A1 | - | - | - | - | - |
| ICICI Pru India Opports Reg Gr | 37,257 | 1.31 | +1.6% | +16.9% | +19.0% |
| ICICI Pru Business Cycle Reg Gr | 16,138 | 1.42 | +1.7% | +16.6% | +16.4% |
| HDFC Defence Reg Gr | 10,529 | 1.79 | +18.3% | +39.8% | - |
| HDFC Manufacturing Reg Gr | 10,328 | 1.80 | +5.4% | - | - |
| Franklin India Opportunities Gr | 9,192 | 1.51 | +1.3% | +21.5% | +18.5% |
| Nippon India Power & Infra Gr | 8,043 | 1.53 | +8.2% | +21.7% | +22.0% |
| ICICI Pru Innovt Reg Gr | 7,609 | 1.53 | +3.9% | +19.2% | - |
| ICICI Pru Manufacturing Gr | 6,843 | 1.55 | +8.8% | +21.1% | +19.6% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.