SBI Equity Minimum Variance Fund Direct Growth

Scheme code: INF200KA1A71 NAV value: ₹ 22.6991 NAV date: 19 March, 2026 TER: 0.41%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-25.67	88.54	13.88	17.57	13.63
3 year	11.17	31.89	17.69	17.66	18.78
5 year	11.56	25.90	18.18	18.55	15.46

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.57
3 year	6.28	30.95	15.04	17.66
5 year	8.38	26.02	14.22	18.55
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.57
3 year	6.56	19.64	13.57	17.66
5 year	9.22	12.29	10.75	18.55

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.57
3 year	7.68	21.49	15.06	17.66
5 year	10.37	13.5	11.93	18.55

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.57
3 year	8.04	32.03	17.81	17.66
5 year	8.18	28.64	15.34	18.55
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,769 - Absolute Returns: ₹87,769 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,61,218 - Absolute Returns: ₹9,61,218 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹89,46,799 - Absolute Returns: ₹29,46,799 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,30,111 - Absolute Returns: ₹51,30,111 - CAGR: %

Drawdown Metrics

Max Drawdown

-32.95 %

Drawdown Duration

1 months

Recovery Time

5 months

Avg Drawdown

-4.95 %

Calmar Ratio by Duration

1 Y

0.5332

3 Y

0.536

5 Y

0.563

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.50	0.86	88.3	86.4	4.85 %	4.00 %
3 years	2.43	0.79	85.8	81.1	12.70 %	11.28 %
5 years	2.87	0.77	82.0	77.0	11.63 %	9.44 %
7 years	3.01	0.79	81.4	77.0	12.73 %	10.59 %
10 years	1.62	0.79	81.4	77.0	8.75 %	7.30 %
12 years	1.09	0.79	81.4	77.0	7.24 %	6.05 %
15 years	0.58	0.79	81.4	77.0	5.75 %	4.81 %