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SBI Equity Minimum Variance Fund - Regular Plan - Growth is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 16.31%, with the bottom and top quartiles at 13.53% and 18.63% respectively. It has ranked in the top half of its category for 2 of the last 6 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.75% on assets of ₹211Cr. The fund is currently managed by Ms. Sukanya Ghosh, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 7.92% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 7.76% |
| ITC LIMITED | Consumer Defensive | 6.68% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 6.32% |
| CIPLA LIMITED | Healthcare | 4.88% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 3.14% |
| ICICI BANK LIMITED | Financial Services | 2.52% |
| ASIAN PAINTS LIMITED | Basic Materials | 2.49% |
| TECH MAHINDRA LIMITED | Technology | 2.15% |
| COAL INDIA LTD | Energy | 2.03% |
| BHARTI AIRTEL LIMITED | Communication Services | 1.97% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.88% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.81% |
| HCL TECHNOLOGIES LIMITED | Technology | 1.34% |
| ADANI ENTERPRISES LIMITED | Energy | 1.19% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 1.09% |
| TRENT LIMITED | Consumer Cyclical | 1.06% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 1.04% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 1.03% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 1.02% |
| NTPC LIMITED | Utilities | 1.01% |
| JSW STEEL LIMITED | Basic Materials | 1.01% |
| LARSEN AND TOUBRO LIMITED | Industrials | 1.01% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 1.00% |
| GRASIM INDUSTRIES LIMITED | Basic Materials | 0.99% |
| Sector | Holdings | Weight |
|---|---|---|
| Fast Moving Consumer Goods | — | 29.82% |
| Healthcare | 4 | 20.06% |
| Financial Services | 8 | 13.02% |
| Information Technology | — | 7.14% |
| Automobile and Auto Components | — | 4.92% |
| Metals & Mining | — | 4.22% |
| Oil, Gas & Consumable Fuels | — | 3.94% |
| Consumer Durables | — | 3.46% |
| Consumer Services | — | 2.03% |
| Services | — | 2.02% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -11.40% | 4.08% | 12.56% | 28.40% | 57.34% | 89.2% |
| 3Y | 9.84% | 13.53% | 16.31% | 18.63% | 24.50% | 100.0% |
| 5Y | 10.06% | 12.17% | 15.61% | 17.74% | 20.56% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 45.9% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| SBI COMMA Fund - REGULAR PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 2.21% | +20.98% | +12.53% | 4★ |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 2.25% | +17.79% | +12.69% | 4★ |
| Sundaram Services Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹4,624 Cr | 1.85% | +14.19% | +14.23% | 3★ |
| Taurus Ethical Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹395 Cr | 2.77% | +13.30% | +10.29% | 3★ |
| Tata Housing Opportunities Fund - Regular Plan - Growth | Tata Mutual Fund | ₹476 Cr | 2.48% | +8.87% | — | 3★ |
| Tata Ethical Fund-Regular Plan - Growth Option | Tata Mutual Fund | ₹3,704 Cr | 1.94% | +6.53% | +8.61% | 2★ |
| Aditya Birla Sun Life Conglomerate Fund-Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹1,623 Cr | 3.03% | — | — | 2★ |
| WhiteOak Capital Quality Equity Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹604 Cr | 2.43% | — | — | 1★ |
| Axis Services Opportunities Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹1,586 Cr | 2.10% | — | — | — |
| Sundaram Multi-Factor Fund - Regular - Growth | Sundaram Mutual Fund | ₹948 Cr | 2.21% | — | — | — |