SBI Equity Minimum Variance Fund
Direct · Growth ₹24.33
17 Jun 2026
NAV
17.3%
3Y CAGR
17.7%
5Y CAGR
15.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.22
Sharpe
-33.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.77 L | 17.1% | -52.5% | 74.6% |
| 3 Years | ₹36.00 L | ₹45.36 L | 16.1% | -0.7% | 29.5% |
| 5 Years | ₹60.00 L | ₹86.24 L | 16.3% | 6.1% | 25.8% |
| 7 Years | ₹84.00 L | ₹1.30 Cr | 12.5% | 10.5% | 14.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.1% | 14.5% | 13.5% | +2.6% |
| 3 Years | 16.1% | 11.2% | 17.4% | +4.9% |
| 5 Years | 16.3% | 10.4% | 17.1% | +5.8% |
| 7 Years | 12.5% | 10.6% | 16.6% | +1.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.9% | 13.1% | -25.7% | 88.5% | 0.58 | 1.96 | 87% | — | — |
| 3 Years | 17.3% | 17.4% | 9.8% | 31.9% | 2.92 | — | 100% | — | — |
| 5 Years | 17.7% | 18.0% | 10.0% | 25.9% | 3.22 | — | 100% | — | — |
-33.0%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-5.2%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.52
3Y
0.54
5Y
0.39
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.94 | 0.80 | 85.0% | 81.0% | 0.8% | -3.1% |
| 3 Years | +1.83 | 0.78 | 85.1% | 81.5% | 10.1% | 8.7% |
| 5 Years | +2.24 | 0.77 | 81.7% | 77.6% | 10.6% | 8.9% |
| 7 Years | +3.38 | 0.79 | 81.4% | 76.7% | 13.3% | 10.9% |
| 10 Years | +1.89 | 0.79 | 81.2% | 76.6% | 9.3% | 7.6% |
| 12 Years | +1.32 | 0.79 | 81.2% | 76.6% | 7.7% | 6.3% |
| 15 Years | +0.75 | 0.79 | 81.2% | 76.6% | 6.1% | 5.0% |
50
Total Holdings
53.9%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Nestle India Ltd. | 8.90% |
| 2 | Hindustan Unilever Ltd. | 7.92% |
| 3 | Sun Pharmaceutical Industries Ltd. | 7.76% |
| 4 | ITC Ltd. | 6.68% |
| 5 | Tata Consumer Products Ltd. | 6.32% |
| 6 | Cipla Ltd. | 4.88% |
| 7 | Dr. Reddy's Laboratories Ltd. | 3.32% |
| 8 | Apollo Hospitals Enterprise Ltd. | 3.14% |
| 9 | ICICI Bank Ltd. | 2.52% |
| 10 | Asian Paints Ltd. | 2.49% |