Should I invest in SBI Equity Minimum Variance Fund?

We don't give personal investment advice. SBI Equity Minimum Variance Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.5%. 5-year CAGR: 10.36%.

SBI

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Latest NAV

₹23.3185

As of

3 Jun 2026

1,777 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.42%	+0.27%	+0.15	73 / 175	Q2
1W	-1.90%	-1.35%	-0.55	115 / 175	Q3
2W	-1.54%	-0.09%	-1.45	154 / 176	Q4
1M	-1.37%	-0.53%	-0.84	115 / 176	Q3
3M	-1.40%	+2.12%	-3.52	121 / 174	Q3
6M	-5.59%	-1.85%	-3.74	109 / 165	Q3
YTD	-4.71%	-1.98%	-2.73	100 / 165	Q3
1Y	+0.01%	+3.78%	-3.78	91 / 151	Q3
2Y	+2.00%	+3.55%	-1.55	59 / 106	Q3
3Y	+10.19%	+14.41%	-4.22	52 / 67	Q4
4Y	+11.63%	+13.82%	-2.19	41 / 54	Q4
5Y	+10.36%	+10.37%	-0.01	30 / 45	Q3
7Y	+12.44%	+14.79%	-2.35	21 / 32	Q3
10Y	—	—	—	—	—
Inception	+12.68%	+7.02%	+5.66	60 / 176	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.71%	-1.38%	-3.33	100 / 164
2025	+6.80%	+1.66%	+5.14	36 / 133
2024	+7.71%	+21.92%	-14.21	79 / 82
2023	+28.19%	+31.01%	-2.82	33 / 59
2022	+6.17%	+2.36%	+3.81	20 / 52
2021	+23.42%	+31.79%	-8.37	28 / 42
2020	+23.92%	+20.01%	+3.91	13 / 34
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.26%

76 windows

min -26.0% · max 75.3%

86% positive

3-Year rolling

+16.74%

52 windows

min 10.2% · max 26.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+17.22%

27 windows

min 10.4% · max 21.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+12.34%

3 windows

min 11.6% · max 13.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.40%

3-year · annualised

Sharpe ratio

0.31

vs risk-free 6.5%

Sortino ratio

0.47

Downside-only deviation

Max drawdown

-20.46%

Sep 2024 → Mar 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹23.3185
2 Jun 2026	₹23.4615
1 Jun 2026	₹23.3623
31 May 2026	₹23.6259
29 May 2026	₹23.6268
27 May 2026	₹23.9756
26 May 2026	₹23.9164
25 May 2026	₹23.9317
22 May 2026	₹23.7597
21 May 2026	₹23.7706

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of SBI Equity Minimum Variance Fund - Regular Plan - Growth is ₹23.3185. It's a Sectoral/Thematic Fund from SBI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Equity Minimum Variance Fund - Regular Plan - Growth has NAV history starting from 27 Mar 2019, a track record of about 7 years 2 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

SBI Equity Minimum Variance Fund - Regular Plan - Growth is managed by SBI. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Equity Minimum Variance Fund - Regular Plan - Growth has delivered a absolute return of 0.01% — -3.78 pp behind the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #91 of 151 in its category — the third (Q3) quartile.

Over the trailing 3-year window, SBI Equity Minimum Variance Fund - Regular Plan - Growth has delivered a CAGR of 10.19% — -4.22 pp behind the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #52 of 67 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, SBI Equity Minimum Variance Fund - Regular Plan - Growth has delivered a CAGR of 10.36% — -0.01 pp behind the Sectoral/Thematic Fund category average of 10.37%. The fund ranks #30 of 45 in its category — the third (Q3) quartile.

₹1 lakh invested in SBI Equity Minimum Variance Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹163,719 today — a multiplier of 1.64×, based on the 5-year CAGR of 10.36%. The category average over the same window would have grown ₹1 lakh to ₹163,805.

A ₹10,000 monthly SIP in SBI Equity Minimum Variance Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹735,411 today. That's an XIRR (money-weighted annualised return) of 8.07%.

SBI Equity Minimum Variance Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,273,382 — XIRR 11.67%.

On a 5-year basis, SBI Equity Minimum Variance Fund - Regular Plan - Growth ranks #30 out of 45 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.37%; this fund delivered 10.36%.

The worst peak-to-trough decline SBI Equity Minimum Variance Fund - Regular Plan - Growth has experienced over the last 5-year window is 20.46% — its NAV fell from a high on 27 Sep 2024 to a low on 04 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Equity Minimum Variance Fund - Regular Plan - Growth averaged 17.22% (best 21.81%, worst 10.36%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, SBI Equity Minimum Variance Fund - Regular Plan - Growth returned 6.80% — beating the Sectoral/Thematic Fund category average of 1.66% by 5.14 pp. It ranked #36 of 133 in its category that year.

SBI Equity Minimum Variance Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI Equity Minimum Variance Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.5%. 5-year CAGR: 10.36%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

SBI Equity Minimum Variance Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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