SBI Equity Minimum Variance Fund
Direct · Growth ₹24.27
23 Apr 2026
NAV
17.5%
3Y CAGR
18.2%
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.
3.73
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 | ₹12.79 L | 17.6% | -52.5% | 74.6% |
| 3 Years | ₹36.00 L | ₹45.47 L | 16.5% | -0.7% | 29.5% |
| 5 Years | ₹60.00 L | ₹86.95 L | 16.8% | 6.1% | 25.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 17.6% | -0.6% | +18.2% |
| 3 Years | 16.5% | 10.9% | +5.7% |
| 5 Years | 16.8% | 11.0% | +5.8% |