SBI Equity Minimum Variance Fund - Direct Plan - Growth
SBI Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
205 cr
TER direct / regular
0.48% / 0.82%
CAGR (full)
11.8%
Sharpe (full)
0.46
Sharpe (bull ≤Sep-24)
2.84
Sharpe (sideways Oct-24→)
-0.65
Max drawdown
-23.5%
Months of data
89
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
16.4%
-4.7%
0.84
12
FY23
5.7%
2.4%
0.03
12
FY24
38.3%
-8.0%
2.73
12
FY25
0.7%
-6.3%
-0.22
12
FY26
-3.1%
-1.9%
-0.65
12
FY27*
10.3%
-8.0%
1.26
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+2.8
-1.3
-1.7
-4.7
+0.7
+2.0
+5.0
-1.5
+0.6
+1.6
2020
+0.3
-7.0
-17.0
+14.3
+1.4
+4.5
+8.9
+1.4
+1.1
+1.8
+9.3
+7.0
+24.7
2021
-2.6
+3.6
+3.8
+1.8
+5.3
+2.4
-1.0
+8.6
+2.2
-2.4
-1.6
+2.5
+24.4
2022
-1.3
-3.1
+2.4
+0.7
-0.8
-5.0
+9.5
+3.0
-1.6
+3.6
+3.3
-3.5
+6.5
2023
-1.0
-2.9
+1.1
+4.5
+2.5
+5.4
+3.3
-1.7
+2.4
-1.5
+6.6
+7.1
+28.4
2024
+1.6
+3.1
-0.1
-0.7
-0.1
+6.3
+6.3
+2.7
+2.9
-8.9
-3.0
-1.1
+8.4
2025
-0.1
-7.8
+5.6
+3.9
+0.6
+2.8
-1.9
+0.4
-0.4
+4.0
+1.6
-0.7
+7.4
2026
-3.8
+0.7
-9.5
+9.0
-0.1
+0.1
+3.0
-1.8
-3.2
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard