sectorModerate risk

SBI Equity Minimum Variance Fund - Direct Plan - IDCW

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From SBI Mutual Fund. It's been running since 27 Mar 2019.

Latest price per unit

₹24.1385

▼ 0.12% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹97.9k

▼ ₹2.1k loss · -2.1% / year

Invested 3 years ago

₹1.26 L

▲ ₹26.1k gain · 8.1% / year

Invested 5 years ago

₹1.50 L

▲ ₹49.9k gain · 8.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

11.5%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-32.95%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-2.10%

CAGR — 3 years8.05%

CAGR — 5 years8.43%

CAGR — since launch12.65%

Volatility — 1 year (annualised)11.27%

Volatility — 3 years (annualised)11.48%

Max drawdown — 1 year-12.92%

Max drawdown — 3 years-20.34%

Sharpe ratio — 1 year (rf=6%)-0.72

Sharpe ratio — 3 years (rf=6%)0.16

Fund info

Fund house: SBI Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: IDCW
ISIN (Growth): INF200KA1A89
ISIN (Div re-invest): INF200KA1A97
Fund code: 146642
First price on record: 27 Mar 2019 · 1,843 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.