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SBI Equity Minimum Variance Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +6.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.3%.
On 3-year return it ranks 125 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹6,269 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.0% | +1.9% |
| 3 months | -6.8% | -5.1% |
| 6 months | -4.0% | -3.2% |
| 1 year | -7.9% | -10.2% |
| 3 years (yearly) | +6.9% | +7.4% |
| 5 years (yearly) | +8.1% | +6.5% |
| Since start (yearly) | +11.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,984 | -8.1% |
| 3 years | ₹3,60,000 | ₹3,56,628 | -0.6% |
| 5 years | ₹5,90,000 | ₹6,80,088 | +5.5% |
Top holdings (30 Sept 2026)
Fund size ₹194 crore · 50 holdings · 99.2% in equity
| Company | Industry | Weight |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | 8.25% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | 7.98% |
| Nestle India Ltd. | Food Products | 7.70% |
| Hindustan Unilever Ltd. | Diversified FMCG | 5.80% |
| ITC Ltd. | Diversified FMCG | 5.36% |
| Coal India Ltd. | Consumable Fuels | 4.89% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | 4.82% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | 4.77% |
| Tech Mahindra Ltd. | IT - Software | 4.58% |
| Dr. Reddy's Laboratories Ltd. | Pharmaceuticals & Biotechnology | 3.55% |
| Bharti Airtel Ltd. | Telecom - Services | 1.95% |
| Asian Paints Ltd. | Consumer Durables | 1.39% |
| Eternal Ltd. | Retailing | 1.22% |
| HCL Technologies Ltd. | IT - Software | 1.21% |
| Bajaj Auto Ltd. | Automobiles | 1.17% |
Largest industries: Pharmaceuticals & Biotechnology 16.6%, Diversified FMCG 11.2%, Healthcare Services 8.9%, IT - Software 8.8%, Food Products 7.7%, Banks 5.0%.
Other plan of this fund: SBI Equity Minimum Variance Fund - Regular Plan - Growth