SBI Equity Minimum Variance Fund - Direct - Growth
A Equity Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
11.22%
Expense Ratio
0.42%
as of 01/04/2026
AUM
₹83.02 Cr
Qtr End: Dec 25
NAV
₹23.9
as of 17/04/2026
3Y Returns (CAGR)
11.22%
Expense Ratio
0.42%
as of 01/04/2026
AUM
₹83.02 Cr
Qtr End: Dec 25
NAV
₹23.9
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.86% | -14.56% | 17.11% |
| 6M | -6.07% | -11.77% | 13.19% |
| 1Y | -0.29% | -0.29% | 11.72% |
| 3Y | 37.58% | 11.22% | 11.41% |
| 5Y | 71.80% | 11.43% | 11.80% |
Scheme Details
- Launch Date
- 02/03/2019
- Fund Age
- 7.1 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 60.93% | 1.08% | ₹92.83 |
| Franklin Asian Equity Fund - Direct - Growth | 17.32% | 1.60% | ₹131.92 |
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| WhiteOak Capital Banking & Financial Services Fund - Direct - Growth | - | 0.68% | ₹37.68 |
| quant BFSI Fund - Direct - Growth | - | 0.82% | ₹185.03 |
| HDFC Transportation and Logistics Fund - Direct - Growth | - | 0.97% | ₹372.42 |
| ICICI Prudential US Bluechip Equity Fund - Direct - Growth | 16.60% | 1.14% | ₹1,573.3 |