SBI Equity Minimum Variance Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF200KA1A89

NAV · 06-Jul-2026

₹24.8434

+3.65%

-1.94%

1Y (CAGR)

+1.03%

3Y (CAGR)

+9.97%

5Y (CAGR)

+10.98%

Since inception (CAGR)

+13.40%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

11.46%

Downside dev (3y)

7.94%

Max drawdown (3y)

-20.3%

Sharpe (3y)

0.30

SIP XIRR (3y)

+4.45%

SIP XIRR (5y)

+9.17%

Calendar-year returns

2020 +24.7%2021 +24.4%2022 +6.5%2023 +28.4%2024 +8.4%2025 +7.4%

Fund facts

Fund managerSukanya Ghosh

AUM₹2,089 Cr

Expense ratio0.42% · 2026-05-31

Launch date02-Mar-2019

Plan typeOpen Ended · Equity

Min lumpsum₹5,000

Min SIP₹500

Lock-inNone

Volatility15.15

AMCSBI Funds Management Limited

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.

scheme documents ↗