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Sectoral / Thematic · SBI Mutual Fund · AMFI code 146641SBI Equity Minimum Variance Fund
Disclosed for 41 months, Jan 2023 to Sep 2026.
Portfolio value
₹214 Cr
up ₹2 Cr vs Dec 2024
- Stocks held
- 51
- up 1 vs Dec 2024
- Top 10 weight
- 57.1%
- of the portfolio in its ten largest
- Cash & debt
- 0.1%
- cash, money market and debt
- Moves this month
- 1 in · 0 out
- added to 10, trimmed 22
SBI Equity Minimum Variance Fund is an active equity fund in the Sectoral / Thematic category from SBI Mutual Fund. In January 2025 it disclosed 51 stocks worth ₹214 Cr, up ₹2 Cr from Dec 2024. Its largest positions were Nestle India Limited (8.6%), Hindustan Unilever Limited (8.5%), Sun Pharmaceutical Industries Limited (7.6%); the ten largest together made up 57.1% of the portfolio, and Food Products was the biggest sector at 15.8% of its equity. Cash and debt stood at 0.1%. Compared with Dec 2024 the fund entered 1 new stock and exited 0.
Against 226 other Sectoral / Thematic funds
Concentration
77%
Top-10 weight is higher than 77% of peers
Breadth
67%
Holds more stocks than 67% of peers
Cash
1%
Holds more cash than 1% of peers
Holdings in January 2025
Download CSVEvery line the fund disclosed, with the change against Dec 2024. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 8.57%
- Δ weight
- up 1.27 pts
- Value
- ₹18.4 Cr
- Δ value
- up ₹2.9 Cr
- Status
- Added
- Weight
- 8.50%
- Δ weight
- up 1.25 pts
- Value
- ₹18.2 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 7.57%
- Δ weight
- up 0.05 pts
- Value
- ₹16.2 Cr
- Δ value
- up ₹25 L
- Status
- Added
- Weight
- 7.25%
- Δ weight
- up 0.23 pts
- Value
- ₹15.5 Cr
- Δ value
- up ₹64 L
- Status
- Added
- Weight
- 6.12%
- Δ weight
- up 0.03 pts
- Value
- ₹13.1 Cr
- Δ value
- up ₹19 L
- Status
- Added
- Weight
- 5.48%
- Δ weight
- down 0.54 pts
- Value
- ₹11.7 Cr
- Δ value
- down ₹1 Cr
- Status
- Trimmed
- Weight
- 4.86%
- Δ weight
- down 0.68 pts
- Value
- ₹10.4 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 3.77%
- Δ weight
- up 1.23 pts
- Value
- ₹8.1 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 2.90%
- Δ weight
- down 0.80 pts
- Value
- ₹6.2 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 2.12%
- Δ weight
- up 0.90 pts
- Value
- ₹4.5 Cr
- Δ value
- up ₹1.9 Cr
- Status
- Added
- Weight
- 2.10%
- Δ weight
- up 0.87 pts
- Value
- ₹4.5 Cr
- Δ value
- up ₹1.9 Cr
- Status
- Added
- Weight
- 1.70%
- Δ weight
- up 0.57 pts
- Value
- ₹3.6 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 1.55%
- Δ weight
- down 0.08 pts
- Value
- ₹3.3 Cr
- Δ value
- down ₹13 L
- Status
- Trimmed
- Weight
- 1.38%
- Δ weight
- up 0.01 pts
- Value
- ₹3 Cr
- Δ value
- up ₹4 L
- Status
- Added
- Weight
- 1.12%
- Δ weight
- down 3.44 pts
- Value
- ₹2.4 Cr
- Δ value
- down ₹7.3 Cr
- Status
- Trimmed
- Weight
- 1.09%
- Δ weight
- up 0.16 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹36 L
- Status
- Added
- Weight
- 1.09%
- Δ weight
- up 0.07 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹17 L
- Status
- Added
- Weight
- 1.06%
- Δ weight
- up 0.21 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹47 L
- Status
- Added
- Weight
- 1.06%
- Δ weight
- up 0.13 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹30 L
- Status
- Added
- Weight
- 1.06%
- Δ weight
- up 0.02 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹6 L
- Status
- Added
- Weight
- 1.05%
- Δ weight
- up 0.07 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹16 L
- Status
- Added
- Weight
- 1.05%
- Δ weight
- up 0.07 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹18 L
- Status
- Added
- Weight
- 1.05%
- Δ weight
- down 0.24 pts
- Value
- ₹2.2 Cr
- Δ value
- down ₹49 L
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- up 0.14 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹32 L
- Status
- Added
- Weight
- 1.04%
- Δ weight
- up 0.12 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹27 L
- Status
- Added
- Weight
- 1.03%
- Δ weight
- up 0.17 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹38 L
- Status
- Added
- Weight
- 1.03%
- Δ weight
- up 0.22 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹48 L
- Status
- Added
- Weight
- 1.02%
- Δ weight
- up 0.26 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹57 L
- Status
- Added
- Weight
- 1.01%
- Δ weight
- up 0.08 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹19 L
- Status
- Added
- Weight
- 1.01%
- Δ weight
- down 0.01 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹0 L
- Status
- Held
- Weight
- 1.01%
- Δ weight
- down 0.15 pts
- Value
- ₹2.2 Cr
- Δ value
- down ₹30 L
- Status
- Trimmed
- Weight
- 1.00%
- Δ weight
- down 1.42 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 1.00%
- Δ weight
- down 0.10 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹20 L
- Status
- Trimmed
- Weight
- 0.99%
- Δ weight
- up 0.04 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹10 L
- Status
- Added
- Weight
- 0.99%
- Δ weight
- up 0.19 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹42 L
- Status
- Added
- Weight
- 0.99%
- Δ weight
- down 0.11 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹22 L
- Status
- Trimmed
- Weight
- 0.98%
- Δ weight
- down 0.16 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹32 L
- Status
- Trimmed
- Weight
- 0.98%
- Δ weight
- down 0.15 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹29 L
- Status
- Trimmed
- Weight
- 0.98%
- Δ weight
- down 0.16 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹32 L
- Status
- Trimmed
- Weight
- 0.98%
- Δ weight
- up 0.10 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹22 L
- Status
- Added
- Weight
- 0.98%
- Δ weight
- down 0.03 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹5 L
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- down 0.20 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹41 L
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- up 0.09 pts
- Value
- ₹2 Cr
- Δ value
- up ₹22 L
- Status
- Added
- Weight
- 0.95%
- Δ weight
- down 0.14 pts
- Value
- ₹2 Cr
- Δ value
- down ₹28 L
- Status
- Trimmed
- Weight
- 0.93%
- Δ weight
- down 0.04 pts
- Value
- ₹2 Cr
- Δ value
- down ₹7 L
- Status
- Trimmed
- Weight
- 0.91%
- Δ weight
- down 0.06 pts
- Value
- ₹2 Cr
- Δ value
- down ₹11 L
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 0.91%
- Δ weight
- down 0.02 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹2 L
- Status
- Trimmed
- Weight
- 0.90%
- Δ weight
- down 0.04 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹6 L
- Status
- Trimmed
- Weight
- 0.90%
- Δ weight
- down 0.02 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹3 L
- Status
- Trimmed
- Weight
- 0.80%
- Δ weight
- down 0.25 pts
- Value
- ₹1.7 Cr
- Δ value
- down ₹52 L
- Status
- Trimmed
- Weight
- 0.14%
- Δ weight
- up 0.14 pts
- Value
- ₹29 L
- Δ value
- up ₹29 L
- Status
- New
- Cash, TREPS & receivables
- Weight
- 0.12%
- Δ weight
- up 0.17 pts
- Value
- ₹25 L
- Δ value
- up ₹36 L
- Status
- Added
What changed, Dec 2024 to Jan 2025
New New positions (1)
- ITC Hotels Limited0.1% · ₹29 L
Exited Exited (0)
None.
Added Biggest additions
- Nestle India Limitedup ₹2.9 Cr (+1.27% pts)
- Hindustan Unilever Limitedup ₹2.8 Cr (+1.25% pts)
- ITC Limitedup ₹2.7 Cr (+1.23% pts)
- Tech Mahindra Limitedup ₹1.9 Cr (+0.90% pts)
- HCL Technologies Limited
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Dec 2024, the weight rose most in Diversified FMCG (+2.5 pts) and Food Products (+1.5 pts), and fell most in Agricultural Food & Other Products (−3.4 pts) and Pharmaceuticals & Biotechnology (−1.4 pts).
- Diversified FMCG9.8% → 12.3%+2.5 pts
- Food Products14.3% → 15.8%+1.5 pts
- IT - Software11.0% → 12.4%+1.4 pts
- Banks6.5% → 7.0%+0.4 pts
- Automobiles5.6% → 6.0%+0.4 pts
- Insurance1.8% → 2.1%+0.3 pts
- Agricultural Food & Other Products4.6% → 1.1%−3.4 pts
- Pharmaceuticals & Biotechnology16.8% → 15.3%−1.4 pts
- Consumer Durables3.4% → 2.1%−1.3 pts
- Healthcare Services6.0% → 5.5%−0.5 pts
- Retailing1.1% → 0.8%−0.2 pts
- Aerospace & Defense1.2% → 1.0%−0.1 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Nov 2023 | Jul 2024 | Oct 2024 | Dec 2024 | Jan 2025 |
|---|---|---|---|---|---|
| Food Products | 16.4% | 15.4% | 15.4% | 14.3% | 15.8% |
| Pharmaceuticals & Biotechnology | 21.3% | 17.9% | 15.5% | 16.8% | 15.3% |
| IT - Software | 10.4% | 12.7% | 10.0% | 11.0% | 12.4% |
| Diversified FMCG | 9.4% | 10.6% | 10.0% | 9.8% | 12.3% |
| Banks | 5.7% | 5.6% | 6.4% | 6.5% | 7.0% |
| Automobiles | 6.5% | 6.0% | 5.6% | 5.6% | 6.0% |
| Healthcare Services | 1.0% | 4.0% | 5.5% | 6.0% | 5.5% |
| Finance | 1.9% | 2.9% | 2.9% | 2.8% | 3.0% |
| Insurance | 2.1% | 2.3% | 2.0% | 1.8% | 2.1% |
| Consumer Durables | 2.0% | 2.6% | 3.9% | 3.4% | 2.1% |
Allocation in Jan 2025change vs Dec 2024
- Food Products (2)15.8%
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Jan 2025
0.1%
▲ 0.2 pts vs Dec 2024
- Cash alone
- 0.1%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- −0.1% – 0.2%
- lowest to highest · record 0.2% in May 2024
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.