Can I invest in SIP and Lumpsum in SBI Equity Minimum Variance - Direct (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in SBI Equity Minimum Variance - Direct (IDCW). Minimum lumpsum investment SBI Equity Minimum Variance - Direct (IDCW) is ₹5,000 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of SBI Equity Minimum Variance - Direct (IDCW) Direct Growth?

The latest NAV (Net Asset Value) of SBI Equity Minimum Variance - Direct (IDCW) is SBI Equity Minimum Variance - Direct (IDCW) is ₹22.68 as on 2025-02-20.

Which are the biggest stock holdings of SBI Equity Minimum Variance - Direct (IDCW)?

The 5 biggest stock holdings of SBI Equity Minimum Variance - Direct (IDCW) are: Nestle India (8.57%), Hind. Unilever (8.50%), Sun Pharma.Inds. (7.57%), Britannia Inds. (7.25%), TCS (6.12%)

What are the top sectors SBI Equity Minimum Variance - Direct (IDCW) invests in?

A majority of SBI Equity Minimum Variance - Direct (IDCW) 's AUM worth ₹214.12 (Cr) is invested in these 3 top sectors: Food Products : 15.82% Pharmaceuticals & Biotech : 15.33% IT-Software : 12.37%

Mutual Funds
SBI Equity Minimum Variance - Direct (IDCW)

SBI Equity Minimum Variance - Direct (IDCW)

Sectoral / Thematic

Invest Now

NAV
22.68(0.10%)
Fund Size (CR)
₹214.12
Expense Ratio
0.42
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
14.80%

Absolute Return: -2.40%

Annualized Return: 0%

Basic Details

Scheme Manager

Raviprakash Sharma

Bench Mark

Nifty 50 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	12 February 2025	9902.25	-0.98%	-	-1.35%	291/839
1 Month	17 January 2025	9724.83	-2.75%	-	-5.97%	140/827
3 Month	19 November 2024	9659.58	-3.40%	-	-6.97%	119/773
6 Month	19 August 2024	8869.92	-11.30%	-	-10.14%	374/728
1 Year	19 February 2024	9937.38	-0.63%	-0.63%	5.50%	525/639
3 Year	18 February 2022	14492.40	44.92%	13.17%	16.23%	332/479
5 Year	19 February 2020	21583.37	115.83%	16.63%	18.92%	253/397
Since Inception	19 March 2019	22660.60	126.61%	14.80%	10.69%	396/839

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	112916.41	-5.90%	-5.90%
3 Year	2 March 2022	3,60,000	426202.09	18.39%	5.79%
5 Year	2 March 2020	6,00,000	875189.57	45.86%	7.84%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.80%

Standard Deviation

0.96%

Beta

0.60%

Sharpe Ratio

0.02%

Treynor's Ratio

2.46%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Nestle India	8.57%	79370	18.36	Equity	FMCG
Hind. Unilever	8.50%	73685	18.19	Equity	FMCG
Sun Pharma.Inds.	7.57%	92988	16.22	Equity	Pharmaceuticals
Britannia Inds.	7.25%	30277	15.53	Equity	FMCG
TCS	6.12%	31871	13.11	Equity	IT - Software
Apollo Hospitals	5.48%	17227	11.73	Equity	Healthcare
Dr Reddy's Labs	4.86%	85455	10.40	Equity	Pharmaceuticals
ITC	3.77%	180375	8.07	Equity	Tobacco Products
Cipla	2.90%	41943	6.21	Equity	Pharmaceuticals
Tech Mahindra	2.12%	27127	4.54	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Equity Minimum Variance - Direct (IDCW)	214.12	-2.75%	-3.40%	-11.30%	-0.63%	13.17%
HDFC Pharma and Healthcare Fund - Direct (G)	1568.02	-5.07%	-3.40%	2.18%	23.78%	-
HDFC Pharma and Healthcare Fund - Direct (IDCW)	1568.02	-5.07%	-3.40%	2.18%	23.78%	-
Nippon India US Equity Opportunities Fund-Dir (G)	750.74	4.00%	8.65%	15.79%	23.29%	17.07%
Nippon India US Equity OpportunitiesFund-Dir(IDCW)	750.74	4.00%	8.65%	15.79%	23.29%	17.07%
WhiteOak Capital Pharma and Healthcare Fund-Dir (G)	285.76	-5.51%	-3.25%	3.36%	23.25%	-

News

SBI Mutual Fund introduces Rs 250 JanNivesh SIP initiative
SBI Mutual Fund, in partnership with State Bank of India, has launched the JanNivesh SIP, a program designed to broaden access to mutual fund investments. The initiative features a Systematic Investment Plan (SIP) option starting at Rs 250.
JanNivesh SIP provides flexible investment options, including daily, weekly, and monthly SIPs. This structure aims to accommodate various income levels and investment preferences.
The program targets a diverse investor base, including first-time participants, small savers, individuals in rural, semi-urban, and urban areas, digitally-inclined urban investors, self-employed individuals, and technology-literate investors.
JanNivesh SIP will be accessible through the SBI YONO platform and via partnerships with fintech platforms such as Paytm, Groww, and Zerodha.
The initiative aims to encourage consistent investment practices and long-term wealth accumulation through a cost-effective investment model.
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SBI MF announces change in fund manager under its schemes

SBI Mutual Fund has announced change in fund managers under the following schemes, with effect from February 01, 2025.

Change in Fund Management Responsibilities:

Name of the Scheme	Existing Fund Manager	Revised Fund Manager
SBI International Access-US Equity FoF	Mr. Pradeep Kesavan	Mr. Rohit Shimpi
SBI Magnum Gloal Fund	Mr. R. Srinivasan & Mr. Tanmaya Desai (Co-Fund Manager)	Mr. Tanmaya Desai

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SBI MF announces change in Fund Manager of the following schemes

SBI Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 27 December 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
SBI Liquid Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Overnight Fund	Mr. R. Arun	Mr. Ranjana Gupta and Mr. Tejas Soman (Co-Fund Manager)
SBI Savings Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Magnum Ultra Short Duration Fund	Mr. R. Arun and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)	Mr. Rajeev Radhakrishnan and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)
SBI Magnum Low Duration Fund	Mr. Rajeev Radhakrishnan and Mr. R. Arun (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Arbitrage Opportunities Fund	Mr. Neeraj Kumar (Equity Portion) Mr. R. Arun (Debt Portion)	Mr. Neeraj Kumar (Equity Portion) Mr. Ardhendhu Bhattacharya (Debt Portion)

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Fund House Details & Investment Objective

Date of Incorporation

2 March 2019

Total AUM (Cr)

₹214.12

SBI Equity Minimum Variance - Direct (IDCW) is an Sectoral / Thematic-oriented fund from the renowned AMC, SBI Mutual Fund. Launched in 2 March 2019, this fund is managed by Raviprakash Sharma. With assets under management (AUM) worth ₹214.12 (Cr), as of 20 February 2025, SBI Equity Minimum Variance - Direct (IDCW) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 14.80% since its launch.
The current NAV of SBI Equity Minimum Variance - Direct (IDCW) is ₹22.68, as on 20 February 2025. The fund's benchmark index is Nifty 50 TRI. You can invest in SBI Equity Minimum Variance - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
For exit within 15 dyas from the date of allotment - 0.50% For exit after 15 days from the date of allotment - Nil. The fund has generated 13.17% and 16.63% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.92% in Equity, 0.16% in Debt and -0.08% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 15.82% in Food Products, 15.33% in Pharmaceuticals & Biotech, 12.37% in IT-Software, 12.27% in Diversified FMCG, 6.98% in Banks

FAQs

How to Invest in SBI Equity Minimum Variance - Direct (IDCW) Direct Growth?

SBI Equity Minimum Variance - Direct (IDCW) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 14.80% since inception. Looking to invest in SBI Equity Minimum Variance - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in SBI Equity Minimum Variance - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, SBI Equity Minimum Variance - Direct (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in SBI Equity Minimum Variance - Direct (IDCW) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has SBI Equity Minimum Variance - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, SBI Equity Minimum Variance - Direct (IDCW) has generated annualised return of -0.63%. In the long-term, the fund has generated 13.17% and 16.63% in 3 and 5 years respectively. Since its inception, the fund has generated 14.80% returns.

What is the expense ratio of SBI Equity Minimum Variance - Direct (IDCW) Direct Growth?

The expense ratio of SBI Equity Minimum Variance - Direct (IDCW) Direct Growth is 0.42%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of SBI Equity Minimum Variance - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of SBI Equity Minimum Variance - Direct (IDCW) is ₹214.12 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from SBI Equity Minimum Variance - Direct (IDCW) Direct Growth?

Redeeming or selling units of SBI Equity Minimum Variance - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from SBI Equity Minimum Variance - Direct (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case SBI Equity Minimum Variance - Direct (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).