SBI Equity Minimum Variance Fund
SBI Equity Minimum Variance Fund is a sectoral / thematic fund of SBI Funds Management Limited with ₹193 cr under management. It is ahead of its benchmark (Nifty 50 TRI) in 2 of 3 periods. Its direct plan charges 0.51% a year.
Has SBI Equity Minimum Variance Fund beaten its benchmark?
Ahead of its benchmark, Nifty 50 TRI, in 2 of 3 periods in AMFI's figures; −6.93% over the last year against −8.95%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.43% | −3.60% | — |
| 3 months | −6.18% | −5.03% | — |
| 6 months | −2.84% | −1.83% | — |
| 1 year | −6.41% | −4.06% | −2.35 pts |
| 3 years | +5.62% | +9.27% | −3.65 pts |
| 5 years | +6.71% | +8.00% | −1.29 pts |
| 10 years | — | +12.69% | — |
| Since start from 27 Mar 2019 | +11.73% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −6.93% | −7.24% | −8.95% | +2.02 | 🔒 |
| 3y | +5.56% | +5.22% | +6.01% | −0.45 | 🔒 |
| 5y | +6.81% | +6.46% | +5.82% | +0.99 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Mar 2019 to 14 Oct 2026₹100 put in at the start of Mar 2019 would be ₹227 on 14 Oct 2026, against ₹247 in the Nifty 500 TRI.
What does SBI Equity Minimum Variance Fund cost?
0.51% a year on the direct plan, 0.85% on the regular plan; 0 of 174 funds in its category charge less.
Who manages SBI Equity Minimum Variance Fund?
What does SBI Equity Minimum Variance Fund hold?
52 holdings as of None; the ten largest are 57.7% of the fund, the largest Sun Pharmaceutical Industries Ltd. at 8.2%.
Mix
Holdings as of NoneFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does SBI Equity Minimum Variance Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is SBI Equity Minimum Variance Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of SBI Equity Minimum Variance Fund?
0.51% a year on the direct plan and 0.85% on the regular plan (expense report, Oct 2026).
How has SBI Equity Minimum Variance Fund done?
Its direct plan returned +5.56% a year over 3 years against +6.01% for its benchmark, Nifty 50 TRI, as of 13 Oct 2026.
See SBI Equity Minimum Variance Fund beside your own funds in Valarth
