AnandRathi

SBI Equity Minimum Variance - Regular (G)

Last Updated NAV Date: 30 Jul 2026

3 Year Returns

8.84%

NAV (₹)

24.3658

1 Day NAV Change

0.31%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUM₹ 209.31 Cr
Expense Ratio0.84%
Lock-in PeriodNo Lock-in Period
Inception Date19 Mar 2019
Fund Age7 Yrs

Exit Load

For exit within 1 year from the date of allotment - 1% For exit after 1 year from the date of allotment - Nil.

Fund’s Investment Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return2.29%
3 Month Return1.96%
6 Month Return2.37%
1 Year Return2.92%
3 Year Return8.84%
5 Year Return11.01%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
FMCG
22.41%46.901
Pharmaceuticals
17.20%35.993
Others
12.43%26.011
Banks
6.77%14.174
IT - Software
6.41%13.408
Tobacco Products
6.21%12.996
Automobile
5.07%10.612
Healthcare
4.75%9.947
Finance
4.17%8.728
Paints/Varnish
2.74%5.733

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
Nestle India
8.63%18.053FMCG
Sun Pharma.Inds.
8.04%16.831Pharmaceuticals
Hind. Unilever
7.50%15.697FMCG
ITC
6.12%12.818Tobacco Products
Tata Consumer
5.98%12.507Plantation & Plantation Products
Cipla
5.49%11.496Pharmaceuticals
Apollo Hospitals
3.59%7.523Healthcare
Dr Reddy's Labs
3.43%7.171Pharmaceuticals
ICICI Bank
2.76%5.771Banks
Asian Paints
2.70%5.654Paints/Varnish

Fund Manager Details

Sukanya Ghosh joined SBIFML in January 2023 and focusses on quantitative research. Prior to joining SBIFML, she was working with MSCI Inc., Mumbai Previously, she also worked with SBI Funds Management Limited from December 2014 to September, 2022. Entire cumulative work experience of 10 years is centered around Quantitative Research. B.Com. & Chartered Accountants from the Institute of Chartered Accountants of India

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

SBI Mutual Fund

Funds Managed

126

Assets Managed

₹ 12,81,380.68 Cr

Contact Details

Registered Address

9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.

Managing Director

Challa Sreenivasulu Setty

Chief Executive Officer

Debasish Mishra

Compliance Officer

Vinay Datar

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from SBI Equity Minimum Variance - Regular (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for SBI Equity Minimum Variance - Regular (G) is ₹ 5000 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
SBI Equity Minimum Variance - Regular (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of SBI Equity Minimum Variance - Regular (G) over the past three years is 8.84%.
The current NAV of SBI Equity Minimum Variance - Regular (G) is 24.3658.
The Expense ratio of SBI Equity Minimum Variance - Regular (G) is 0.84%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the SBI Equity Minimum Variance - Regular (G) fund is ₹ 209.31 Cr. It represents the total assets held and managed by the fund.
The exit load for SBI Equity Minimum Variance - Regular (G) is For exit within 1 year from the date of allotment - 1% For exit after 1 year from the date of allotment - Nil..
The fund managers of the SBI Equity Minimum Variance - Regular (G) are Sukanya Ghosh, Mohit Jain. However, with management's discretion, the fund manager could also change during the tenure.
SBI Equity Minimum Variance - Regular (G) was launched on 19 Mar 2019. Since then, the fund has formed an NAV (Net Asset Value) of 24.3658.

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