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SBI Equity Minimum Variance Fund - Regular Plan

Sectoral/Thematic
Very High Risk
Rs 24.27  
-0.48
  |  
 NAV as on Sep 22, 2025
Benchmark
Nifty 50 Total Returns Index
Expense Ratio
0.75%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 224 Crores
Exit Load
0.50%
Min. Investment
Rs 5,000

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Asset Allocation

Sector Allocation

SBI Equity Minimum Variance Fund - Regular Plan Fund Details

Investment Objective - The investment objective of the scheme is to 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.

Fund House
Return Since Launch
14.63%
Launch Date
Mar 2, 2019
Type
Open Ended
Riskometer
Very High

Ratio Analysis

Standard Deviation
13.00 vs NA
Fund Vs Category Avg
Beta
1.00 vs NA
Fund Vs Category Avg
Sharpe Ratio
0.58 vs NA
Fund Vs Category Avg
Portfolio Turnover Ratio
46.00 vs NA
Fund Vs Category Avg

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)-0.071.212.317.9712.9314.0218.02NA14.63
Category Average (%)0.121.883.7611.49-1.0310.029.61NA15.54
Rank within Category962655562719766392326NA477

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Regular)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
36.1729,8710.171.521.749.710.6423.1031.99NA21.201.58
199.0314,734-0.790.60-2.285.97-7.0916.2519.9116.8912.411.74
25.0413,643NA1.423.8113.354.7723.05NANA21.691.70
11.2011,537-0.253.317.3714.74-0.27NANANA8.731.74
46.9711,520-0.911.14-3.674.42-11.1116.1219.79NA17.211.67
10.2110,1230.392.301.799.310.59NANANA1.801.73
133.809,6880.120.13-0.1010.573.3515.0322.5314.1116.391.81
10.559,4120.291.811.499.44-9.08NANANA3.511.79
42.948,3710.401.141.4913.338.3917.9223.2616.9114.801.79
517.558,357-0.11-0.832.165.780.1223.3817.9913.0620.351.80
View All
Sep 22, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹4,628 (-7.44%)

Fund Manager

Raviprakash Sharma

Mr. Raviprakash has done B.Com,C.A., C.F.A(USA). He has over 12 years experience in Indian capital markets in various capacities including Portfolio Management and Dealing in equity shares on behalf of clients. Experience in last 10 years:From April 2007 to Jan 2011- as Sr. Manager - Portfolio Management Services with HDFC Asset Management Co. Ltd. From July 2006 to April 2007 - as financial advisor with Citigroup Wealth Advisors India Pvt. Ltd. From Dec 2004 - July 2006 - as AVP - Non-Discretionary PMS with Kotak Securities Ltd. From Nov 2003 to Nov 2004- as AVP - Fixed Income Group with Times Investors Services Pvt. Ltd., Mumbai. From Nov 1999 to Nov 2003 as Manager - Fixed Income Group with Birla Sun Life Securities Ltd.

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Here is the list of funds managed by Raviprakash Sharma

Scheme Name(Growth Regular)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Others - Index Funds/ETFs268.851,99,921-1.1018.43
Others - Index Funds/ETFs907.661,15,899-1.7017.57
Others - Index Funds/ETFs222.9010,048-1.5518.44
Others - Fund of Funds32.855,22148.7415.87
Others - Index Funds/ETFs566.393,8573.4221.87
Others - Index Funds/ETFs744.442,474-6.5622.28
Others - Index Funds/ETFs18.931,759-7.17NA
Others - Index Funds/ETFs13.40340-2.15NA
Equity - Sectoral/Thematic24.27224-7.4418.02
Others - Index Funds/ETFs226.7280-8.5516.95
View All
Sep 22, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
268.851,99,921-0.151.350.898.82-1.1013.8818.4313.1538.190.04
907.661,15,899-0.271.060.197.76-1.7012.9217.5713.0143.380.04
305.9377,2560.741.701.959.966.1713.8817.2212.5812.191.39
4,172.9461,4560.090.461.403.216.756.935.586.136.760.16
4,133.8561,4560.090.461.403.216.756.935.586.137.970.31
93.4852,421-0.261.391.658.82-1.3814.3319.7913.0812.071.49
Sep 22, 2025
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