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OmniAsset › Mutual funds › SBI Equity Minimum Variance Fund

SBI Equity Minimum Variance Fund

Sectoral / Thematic fund benchmarked to Nifty 50 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202624.2671
CategorySectoral / Thematic
PlanDirect · Idcw
Launched2 Mar 2019
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1Nifty 50 TRI
Expense ratiodirect plan, a year0.53%
AUM₹1.07 Cr
Growth of ₹10,000₹15,1192 Sep 2021 to 2 Sep 2026
₹16,836₹14,868₹12,901₹10,934₹8,967Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,119 (+8.6% a year) SBI Equity Minimum Variance Fund

Performance (trailing, annualised)

1Y annualised-0.99%
3Y annualised8.42%
5Y annualised8.62%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,18,853-1.76%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,73,4182.39%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,27,2087.62%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202124.35%
Calendar 20226.52%
Calendar 202328.44%
Calendar 20248.40%
Calendar 20257.43%

Rolling returns

Rolling 1Y · average333 windows since 30 Mar 202016.28%
Rolling 1Y · median12.37%
Rolling 1Y · worst window-24.32%
Rolling 1Y · best window79.98%
Rolling 1Y · windows positive88%
Rolling 3Y · average230 windows since 28 Mar 202216.92%
Rolling 3Y · median17.21%
Rolling 3Y · worst window8.79%
Rolling 3Y · best window30.13%
Rolling 3Y · windows positive100%
Rolling 5Y · average126 windows since 27 Mar 202417.09%
Rolling 5Y · median17.77%
Rolling 5Y · worst window9.12%
Rolling 5Y · best window25.90%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)11.48%
Downside deviation (3Y)8.05%
Maximum drawdown-20.34%

Management

Fund managerMr. Raviprakash Sharma, Mr. Pradeep Kesavan
Managing since19 Mar 2019

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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