MF
MFGenie.ai
Sectoral / Thematic

SBI Equity Minimum Variance Fund · Direct · Growth

SBI Mutual Fund

NAV

₹24.3290

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+0.75%
3Y
+9.94%
5Y
+10.74%
Since Inception
+12.96%

SIP returns (XIRR)

1Y
-0.11%
3Y
+4.27%
5Y
+8.75%
Since Inception
+12.36%

Returns calculated from 19 March 2019 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
Launch Date02 Mar 2019
AMFI Code146643
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with SBI Equity Minimum Variance Fund - Regular Plan - Growth

Holding% NAV

Investment Objective

SBI Equity Minimum Variance Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

SBI Equity Minimum Variance Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 7 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations