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SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

SBI Equity Minimum Variance Fund - Portfolio Analysis

  • ₹23.72 (-0%)

    Current NAV 31-08-2025

  • -7.29%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Jul-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 99.84%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 90.38
Mid Cap 7.54
Others 1.92

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Defensive

Healthcare

Financial Services

Consumer Cyclical

Technology

Basic Materials

Energy

Communication Services

Industrials

Utilities

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
29-Aug-2025
Holdings PE Ratio
29-Aug-2025
1Y Return
Hindustan Unilever Ltd Large Cap Consumer Defensive (38.82) 8.88% 0 0%
Sun Pharmaceuticals Industries Ltd Large Cap Healthcare (38.66) 7.8% 36.7 -8.61%
Nestle India Ltd Large Cap Consumer Defensive (66.78) 7.65% 71.69 -7.7%
Apollo Hospitals Enterprise Ltd Mid Cap Healthcare (48.13) 6.6% 69.47 10.89%
ITC Ltd Large Cap Consumer Defensive (14.86) 6.37% 15.09 -8.76%
Tata Consultancy Services Ltd Large Cap Technology (27.93) 4.33% 22.65 -31.62%
Tata Consumer Products Ltd Large Cap Consumer Defensive (70.12) 3.78% 79.87 -10.96%
Cipla Ltd Large Cap Healthcare (38.66) 3.75% 22.23 -5.39%
ICICI Bank Ltd Large Cap Financial Services (20.05) 3.68% 19.39 23.34%
Bharti Airtel Ltd Large Cap Communication Services (47.08) 2.99% 31 20.63%
Asian Paints Ltd Large Cap Basic Materials 2.97% - 0%
HDFC Bank Ltd Large Cap Financial Services (20.05) 2.27% 21.46 20.15%
Dr Reddy's Laboratories Ltd Large Cap Healthcare 1.98% - 0%
HDFC Life Insurance Co Ltd Large Cap Financial Services (18.43) 1.76% 88.66 4.98%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 1.2% -10.49 85.47%
Larsen & Toubro Ltd Large Cap Industrials (31.29) 1.03% 32.01 1.65%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (30.31) 1.03% 29.74 14.35%
Jio Financial Services Ltd Large Cap Financial Services (27.41) 1.02% 121.68 -4.36%
Hero MotoCorp Ltd Large Cap Consumer Cyclical (30.07) 1.02% 19.41 -23.4%
NTPC Ltd Large Cap Utilities (25.77) 1.02% 13.27 -20%
Maruti Suzuki India Ltd Large Cap Consumer Cyclical (30.31) 1.02% 27.17 -0.2%
Oil & Natural Gas Corp Ltd Large Cap Energy (8.69) 1.02% 8.17 -29.05%
SBI Life Insurance Co Ltd Large Cap Financial Services (19.16) 1.01% 0 18.25%
JSW Steel Ltd Large Cap Basic Materials (20.62) 1% 20.56 23.11%
Power Grid Corp Of India Ltd Large Cap Utilities (28.36) 1% 16.64 -17.11%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 1% 44.61 34.3%
State Bank of India Large Cap Financial Services (8.72) 1% 9.57 -0.38%
Hindalco Industries Ltd Large Cap Basic Materials (30.32) 0.99% 38.75 29.66%
Coal India Ltd Large Cap Energy (11.89) 0.99% 7.06 -27.42%
Bajaj Finserv Ltd Large Cap Financial Services (148.9) 0.98% 32.16 9.22%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 0.98% 40.82 136.49%
Grasim Industries Ltd Large Cap Basic Materials (47.58) 0.98% 45.11 5.74%
Bajaj Auto Ltd Large Cap Consumer Cyclical (33.77) 0.97% 31.74 -20.15%
Eicher Motors Ltd Large Cap Consumer Cyclical (31.49) 0.97% 32.11 23.7%
Bajaj Finance Ltd Financial Services 0.97% - 0%
Tata Steel Ltd Large Cap Basic Materials (24.06) 0.97% 43.41 4.98%
Adani Ports & Special Economic Zone Ltd Large Cap Industrials (112.19) 0.97% 25.13 -10.97%
Infosys Ltd Large Cap Technology (27.49) 0.95% 21.69 -18.23%
Shriram Finance Ltd Financial Services 0.95% - 0%
IndusInd Bank Ltd Mid Cap Financial Services (20.28) 0.95% 60.52 -44.79%
Wipro Ltd Large Cap Technology (27.49) 0.94% 18.66 -1.63%
Adani Enterprises Ltd Large Cap Energy (50.83) 0.94% 41.94 -15.79%
Reliance Industries Ltd Large Cap Energy (33.78) 0.93% 22.71 -5.51%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 0.93% 26.45 -0.13%
Axis Bank Ltd Large Cap Financial Services (24.43) 0.92% 28.68 29.81%
Titan Co Ltd Large Cap Consumer Cyclical (73.26) 0.92% 86.68 2.55%
Bharat Electronics Ltd Large Cap Industrials (45.26) 0.91% 49.1 24.73%
Tech Mahindra Ltd Large Cap Technology (27.93) 0.89% 31.95 -10.05%
HCL Technologies Ltd Large Cap Technology (27.93) 0.87% 23.28 -16.86%
Trent Ltd Large Cap Consumer Cyclical (88.56) 0.82% 119.08 -25.99%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for SBI Equity Minimum Variance Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for SBI Equity Minimum Variance Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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