SBI Equity Minimum Variance Fund - Direct - Growth
A Equity Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
14.57%
Expense Ratio
0.42%
as of 01/02/2026
AUM
₹83.02 Cr
Qtr End: Dec 25
NAV
₹24.4
as of 02/03/2026
3Y Returns (CAGR)
14.57%
Expense Ratio
0.42%
as of 01/02/2026
AUM
₹83.02 Cr
Qtr End: Dec 25
NAV
₹24.4
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹14.8k
Abs. Returns47.8%
CAGR14.0%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.68% | -13.93% | 10.70% |
| 6M | -1.05% | -2.09% | 9.58% |
| 1Y | 9.61% | 9.61% | 10.80% |
| 3Y | 50.40% | 14.57% | 10.74% |
| 5Y | 81.53% | 12.66% | 11.51% |
Scheme Details
- Launch Date
- 02/03/2019
- Fund Age
- 7 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 45.42% | 1.05% | ₹92.83 |
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