SG
Sukanya GhoshLead
Since Mar 2026
AUM managed
₹3,129.31Cr
Tenure
Since Mar 2026
Funds
2
SBI Equity Minimum Variance Reg Gr
Sectoral/ ThematicSBI Mutual Fund
NAV
₹22.47
+0.48% today
AUM
₹207.95 Cr
Fund size
Expense
0.82%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 50 TR INR (100%)
Number of holdings50
Inception19 Mar 2019
Exit load0.5
Risk metrics
Alpha0
Beta0
Sharpe ratio-0.25
Standard deviation15.42%
Sortino ratio-0.34
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
RS
Since Mar 2019
AUM managed
₹3,77,127.96Cr
Tenure
Since Mar 2019
Funds
12
PK
Since Dec 2023
AUM managed
₹2,84,176.48Cr
Tenure
Since Dec 2023
Funds
14
About SBI Equity Minimum Variance Reg Gr
SBI Equity Minimum Variance Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by SBI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹22.47 per unit and the scheme manages ₹207.95 Cr in assets under management. The fund charges an expense ratio of 0.82% and is benchmarked against Nifty 50 TR INR (100%). Over the trailing 5 years, SBI Equity Minimum Variance Reg Gr has delivered +6.46% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
SBI Equity Minimum Variance Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -1.98% |
| 3 months | -5.81% |
| 6 months | -2.54% |
| 1 year | -7.21% |
| 3 years | +5.43% |
| 5 years | +6.46% |
Rolling returns
| Period | Fund |
|---|---|
| 3 months | +0.94% |
| 6 months | -0.57% |
| 1 year | +0.53% |
| 3 years | +28.29% |
| 5 years | +62.16% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
SBI Equity Minimum Variance Reg Gr — frequently asked questions
What is the NAV of SBI Equity Minimum Variance Reg Gr?
The latest net asset value (NAV) of SBI Equity Minimum Variance Reg Gr is ₹22.47 per unit, +0.48% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has SBI Equity Minimum Variance Reg Gr delivered?
SBI Equity Minimum Variance Reg Gr has returned +6.46% over the trailing 5 years (1 year: -7.21%, 3 years: +5.43%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of SBI Equity Minimum Variance Reg Gr?
SBI Equity Minimum Variance Reg Gr charges an expense ratio of 0.82% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is SBI Equity Minimum Variance Reg Gr?
SEBI's riskometer classifies SBI Equity Minimum Variance Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in SBI Equity Minimum Variance Reg Gr?
You can start a SIP in SBI Equity Minimum Variance Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages SBI Equity Minimum Variance Reg Gr?
SBI Equity Minimum Variance Reg Gr is managed by SBI Mutual Fund, holds ₹207.95 Cr in assets under management and invests across 50 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- SBI Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF200KA1A48
- Scheme code
- FS0000F6O0