SBI Equity Minimum Variance Fund - Regular Plan - Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF200KA1A48

NAV · 06-Jul-2026

₹24.2024

+3.62%

-2.11%

1Y (CAGR)

+0.69%

3Y (CAGR)

+9.61%

5Y (CAGR)

+10.61%

Since inception (CAGR)

+12.99%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

11.46%

Downside dev (3y)

7.95%

Max drawdown (3y)

-20.5%

Sharpe (3y)

0.27

SIP XIRR (3y)

+4.11%

SIP XIRR (5y)

+8.80%

Calendar-year returns

2020 +24.2%2021 +23.8%2022 +6.2%2023 +28.0%2024 +8.1%2025 +7.1%

Fund facts

Fund managerSukanya Ghosh

AUM₹2,089 Cr

TER · AMFI officialDirect 0.52% · Regular 0.84% (2026-06-30)

Launch date02-Mar-2019

Plan typeOpen Ended · Equity

Min lumpsumRs. 5000/- and in multiples of Re. 1/- thereafter

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 ↗