Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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SBI Equity Minimum Variance Fund - Direct Plan - Growth
SBI Mutual Fund · Managed by Sukanya Ghosh
65steady
Latest NAV
₹24.5030
as of 18 Aug 2026
AUM
—
Expense ratio
0.52%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
65/100steady
Rank #352 of 1015 · top 35%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
-0.41%
3M
0.21%
6M
-1.31%
1Y
0.15%
3Y CAGR
8.91%
5Y CAGR
9.97%
Since incep.
12.96%
Fund details
- Fund manager
- Sukanya Ghosh
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 37%
- Volatility (3Y)
- 15.1%
- Rating (external)
- —
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.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap100.0%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 31 Jul 2026.
Sun Pharmaceutical Industries Ltd.
equity
8.30%
Nestle India Ltd.
equity
8.14%
Apollo Hospitals Enterprise Ltd.
equity
8.03%
Hindustan Unilever Ltd.
equity
5.95%
ITC Ltd.
equity
5.26%
Tata Consumer Products Ltd.
equity
5.00%
Cipla Ltd.
equity
4.84%
Tech Mahindra Ltd.
equity
4.55%
Coal India Ltd.
equity
4.37%
Dr. Reddy's Laboratories Ltd.
equity
3.03%
Bharti Airtel Ltd.
equity
2.01%
Asian Paints Ltd.
equity
1.46%
HCL Technologies Ltd.
equity
1.22%
Bajaj Auto Ltd.
equity
1.14%
Tata Consultancy Services Ltd.
equity
1.11%
Bajaj Finance Ltd.
equity
1.09%
Bajaj Finserv Ltd.
equity
1.07%
Titan Company Ltd.
equity
1.06%
Infosys Ltd.
equity
1.06%
Eternal Ltd.
equity
1.05%
Eicher Motors Ltd.
equity
1.05%
Mahindra & Mahindra Ltd.
equity
1.04%
Jio Financial Services Ltd.
equity
1.04%
Wipro Ltd.
equity
1.03%
SBI Life Insurance Co. Ltd.
equity
1.03%
JSW Steel Ltd.
equity
1.01%
Ultratech Cement Ltd.
equity
1.01%
Oil & Natural Gas Corporation Ltd.
equity
1.00%
Hindalco Industries Ltd.
equity
1.00%
ICICI Bank Ltd.
equity
1.00%