39841
6051
SBI Equity Minimum Variance - Direct (G)
9.77
-1.46
10.55
-0.26
0.54
7.38
-3.33
13.01
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sbi-mf.png
7
1.65
10.55
SBI Equity Minimum Variance - Direct (G)
1.62
10.18
1.19
3.5
5 Years
SBI Equity Minimum Variance - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
24.38
29 Jun 2026
-
-0.24%
1 Day
-
9.77%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 500
Min SIP -
₹ 5000
Min Lumpsum -
0.42%
Expense Ratio -
209 Cr
Fund Size -
7 Years
Fund Age
Returns and Ranks ( as on 29 Jun 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -1.46%
- 9.77%
- 10.55%
- 13.01
- 1.53Alpha
- 4.25SD
- 1.01Beta
- 0.42Sharpe
- Exit Load
- For exit within 15 dyas from the date of allotment - 0.50% For exit after 15 days from the date of allotment - Nil.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
-
- Contact :
- +91022-61793000
-
- Email ID :
- customer.delight@sbimf.com
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FAQs
SBI Equity Minimum Variance - Direct (G) has delivered 18.50% since inception
The NAV of SBI Equity Minimum Variance - Direct (G) is ₹24.655 as of 29 Jun 2026
The expense ratio of SBI Equity Minimum Variance - Direct (G) is 0.42 % as of 29 Jun 2026
The AUM of SBI Equity Minimum Variance - Direct (G) 190.17 CR as of 29 Jun 2026
The minimum SIP amount of SBI Equity Minimum Variance - Direct (G) is 500
The top stock holdings of SBI Equity Minimum Variance - Direct (G) are
- Nestle India - 8.74%
- Sun Pharma.Inds. - 7.78%
- Hind. Unilever - 7.64%
- Tata Consumer - 6.56%
- ITC - 6.13%
The top sectors SBI Equity Minimum Variance - Direct (G) has invested in are
- Pharmaceuticals & Biotech - 20.54%
- Food Products - 15.66%
- IT-Software - 10.8%
- Diversified FMCG - 10.51%
- Automobiles - 6.54%