3 Year Returns
7.16%
NAV (₹)
23.2763
1 Day NAV Change
-0.53%
SBI Equity Minimum Variance - Regular Growth is a scheme from SBI Mutual Fund AMC, launched on 19 Mar 2019 and currently managing ₹ 207.95 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹500 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
SBI Equity Minimum Variance - Regular Growth Fund Details
| Min. SIP Amount | ₹ 500 |
| Min. Lumpsum Amount | ₹ 5000 |
| AUM | ₹ 207.95 Cr |
| Expense Ratio | 0.89% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 19 Mar 2019 |
| Fund Age | 7 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
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
SBI Equity Minimum Variance - Regular Growth Sector Holdings
Last Updated: 31 Jul 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| FMCG | 24.66% | ₹ 51.28 | |
| Pharmaceuticals | 16.37% | ₹ 34.05 | |
| Others | 10.54% | ₹ 21.926 | |
| Healthcare | 9.10% | ₹ 18.922 | |
| IT - Software | 9.09% | ₹ 18.894 | |
| Automobile | 5.23% | ₹ 10.87 | |
| Banks | 4.76% | ₹ 9.903 | |
| Mining & Mineral products | 4.43% | ₹ 9.211 | |
| Finance | 4.21% | ₹ 8.759 | |
| Telecom-Service | 2.04% | ₹ 4.237 |
SBI Equity Minimum Variance - Regular Growth Stock Holdings
Last Updated: 31 Jul 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Sun Pharma.Inds. | 8.30% | ₹ 17.845 | Pharmaceuticals | |
| Nestle India | 8.14% | ₹ 17.509 | FMCG | |
| Apollo Hospitals | 8.03% | ₹ 17.277 | Healthcare | |
| Hind. Unilever | 5.95% | ₹ 12.791 | FMCG | |
| ITC | 5.26% | ₹ 11.311 | Tobacco Products | |
| Tata Consumer | 5.00% | ₹ 10.747 | FMCG | |
| Cipla | 4.84% | ₹ 10.405 | Pharmaceuticals | |
| Tech Mahindra | 4.55% | ₹ 9.784 | IT - Software | |
| Coal India | 4.37% | ₹ 9.405 | Mining & Mineral products | |
| Dr Reddy's Labs | 3.03% | ₹ 6.516 | Pharmaceuticals |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
SBI Mutual Fund
Funds Managed
122
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...
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