Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.45% | -4.45% | -7.83% | -6.02% | -10.58% | 5.26% | 7.29% | 12.48% | – |
NAV history
About this fund
SBI Equity Minimum Variance Fund is a sectoral/thematic equity fund offered by SBI Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹22.75, with assets under management of about ₹208 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, SBI Equity Minimum Variance Fund has recorded a return of about -10.6%, with a three-year return of 5.3% and a five-year return of 7.3%. Its annualised volatility is 15.1% — moderate fluctuations — and its Sharpe ratio is -1.13, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.36%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 15.88 | 11.34 | -25.74 | 88.54 | 85% | 49% |
| 3Y | 16.63 | 17.06 | 5.17 | 31.66 | 100% | 89% |
| 5Y | 16.61 | 17.67 | 6.65 | 26.60 | 100% | 78% |
| 7Y | 13.48 | 13.44 | 11.95 | 15.04 | 100% | 98% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| DSP Quant Fund Equity Scheme - Sectoral/Thematic | -4.53 | -6.43 | -6.03 | -9.34 | 5.42 | 3.62 | – | 0.70 |
| Kotak Pioneer Fund Equity Scheme - Sectoral/Thematic | -6.02 | -2.86 | 5.22 | 3.89 | 18.71 | 13.41 | – | – |
| ICICI Prudential QUANT FUND Equity Scheme - Sectoral/Thematic | -3.73 | -4.66 | -3.16 | -5.34 | 10.13 | 8.84 | – | 1.42 |
| quant Quantamental Fund Equity Scheme - Sectoral/Thematic | -5.33 | -7.35 | -1.09 | 1.64 | 14.05 | 17.63 | – | 0.67 |
| Axis Quant Fund Equity Scheme - Sectoral/Thematic | -6.39 | -9.03 | -7.33 | -7.60 | 6.49 | 7.04 | – | 0.79 |
| 360 ONE QUANT FUND Equity Scheme - Sectoral/Thematic | -5.84 | -6.10 | -6.18 | -9.93 | 12.11 | – | – | 0.61 |
| Nippon India Taiwan Equity Fund Equity Scheme - Sectoral/Thematic | -13.58 | -4.26 | -3.16 | 90.88 | 56.23 | – | – | 0.78 |
| Samco Flexi Cap Fund Equity Scheme - Sectoral/Thematic | -6.43 | -8.69 | -9.39 | -12.00 | -5.05 | – | – | 0.90 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI CHILDREN'S FUND - SAVINGS PLAN Solution Oriented Scheme - Children's Fund | -2.53 | -0.52 | 3.98 | 7.40 | 10.62 | 9.91 | 10.81 | 0.74 |
| SBI LARGE & MIDCAP FUND Equity Scheme - Large & Mid Cap Fund | -5.08 | -7.10 | -6.26 | -4.59 | 11.16 | 11.20 | 13.66 | 0.57 |
| SBI ELSS Tax Saver Fund Equity Scheme - ELSS | -3.75 | -7.22 | -6.75 | -8.91 | 12.13 | 12.71 | 13.38 | 0.83 |
| SBI FOCUSED FUND Equity Scheme - Focused Fund | -3.85 | -3.41 | -0.76 | 4.04 | 13.87 | 9.99 | 14.67 | 0.55 |
| SBI PSU FUND Sectoral/Thematic - PSU | -5.15 | -7.75 | -13.16 | -3.09 | 18.46 | 19.94 | 12.73 | 0.68 |
| SBI HEALTHCARE OPPORTUNITIES FUND Sectoral/Thematic - Pharma/Healthcare | -8.65 | -5.00 | 11.06 | 9.36 | 21.52 | 17.62 | 13.97 | 0.74 |
| SBI GOLD FUND Other Scheme - FoF Domestic | -6.08 | -1.61 | -6.15 | 11.35 | 31.50 | 23.39 | 15.84 | 0.20 |
| SBI CREDIT RISK FUND Debt Scheme - Credit Risk Fund | -0.47 | 0.93 | 3.45 | 6.98 | 8.30 | 7.57 | 7.67 | 0.76 |