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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
₹198 Cr
down ₹16.2 Cr vs Jan 2025
- Stocks held
- 50
- down 1 vs Jan 2025
- Top 10 weight
- 56.2%
- of the portfolio in its ten largest
- Cash & debt
- 0.0%
- cash, money market and debt
- Moves this month
- 0 in · 1 out
- added to 10, trimmed 40
SBI Equity Minimum Variance Fund is an active equity fund in the Sectoral / Thematic category from SBI Mutual Fund. In February 2025 it disclosed 50 stocks worth ₹198 Cr, down ₹16.2 Cr from Jan 2025. Its largest positions were Nestle India Limited (8.8%), Hindustan Unilever Limited (8.2%), Sun Pharmaceutical Industries Limited (7.5%); the ten largest together made up 56.2% of the portfolio, and Food Products was the biggest sector at 15.9% of its equity. Cash and debt stood at 0.0%. Compared with Jan 2025 the fund entered 0 new stocks and exited 1.
Against 226 other Sectoral / Thematic funds
Concentration
75%
Top-10 weight is higher than 75% of peers
Breadth
63%
Holds more stocks than 63% of peers
Cash
6%
Holds more cash than 6% of peers
Holdings in February 2025
Download CSVEvery line the fund disclosed, with the change against Jan 2025. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 8.84%
- Δ weight
- up 0.27 pts
- Value
- ₹17.5 Cr
- Δ value
- down ₹86 L
- Status
- Trimmed
- Weight
- 8.21%
- Δ weight
- down 0.28 pts
- Value
- ₹16.3 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 7.54%
- Δ weight
- down 0.03 pts
- Value
- ₹14.9 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 7.08%
- Δ weight
- down 0.17 pts
- Value
- ₹14 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 5.65%
- Δ weight
- down 0.47 pts
- Value
- ₹11.2 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 5.31%
- Δ weight
- down 0.17 pts
- Value
- ₹10.5 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 4.86%
- Δ weight
- down 0.00 pts
- Value
- ₹9.6 Cr
- Δ value
- down ₹79 L
- Status
- Trimmed
- Weight
- 3.63%
- Δ weight
- down 0.14 pts
- Value
- ₹7.2 Cr
- Δ value
- down ₹90 L
- Status
- Trimmed
- Weight
- 3.00%
- Δ weight
- up 0.11 pts
- Value
- ₹5.9 Cr
- Δ value
- down ₹26 L
- Status
- Trimmed
- Weight
- 2.08%
- Δ weight
- down 0.01 pts
- Value
- ₹4.1 Cr
- Δ value
- down ₹36 L
- Status
- Trimmed
- Weight
- 2.05%
- Δ weight
- down 0.07 pts
- Value
- ₹4.1 Cr
- Δ value
- down ₹48 L
- Status
- Trimmed
- Weight
- 1.78%
- Δ weight
- up 0.08 pts
- Value
- ₹3.5 Cr
- Δ value
- down ₹12 L
- Status
- Trimmed
- Weight
- 1.63%
- Δ weight
- up 0.08 pts
- Value
- ₹3.2 Cr
- Δ value
- down ₹9 L
- Status
- Trimmed
- Weight
- 1.51%
- Δ weight
- up 0.13 pts
- Value
- ₹3 Cr
- Δ value
- up ₹2 L
- Status
- Added
- Weight
- 1.28%
- Δ weight
- up 0.19 pts
- Value
- ₹2.5 Cr
- Δ value
- up ₹21 L
- Status
- Added
- Weight
- 1.22%
- Δ weight
- up 0.18 pts
- Value
- ₹2.4 Cr
- Δ value
- up ₹19 L
- Status
- Added
- Weight
- 1.18%
- Δ weight
- up 0.16 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹16 L
- Status
- Added
- Weight
- 1.16%
- Δ weight
- up 0.10 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹3 L
- Status
- Added
- Weight
- 1.15%
- Δ weight
- up 0.03 pts
- Value
- ₹2.3 Cr
- Δ value
- down ₹13 L
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 1.12%
- Δ weight
- up 0.22 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹28 L
- Status
- Added
- Weight
- 1.12%
- Δ weight
- up 0.06 pts
- Value
- ₹2.2 Cr
- Δ value
- down ₹5 L
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- up 0.05 pts
- Value
- ₹2.2 Cr
- Δ value
- down ₹7 L
- Status
- Trimmed
- Weight
- 1.11%
- Δ weight
- up 0.09 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹1 L
- Status
- Added
- Weight
- 1.10%
- Δ weight
- up 0.11 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹6 L
- Status
- Added
- Weight
- 1.09%
- Δ weight
- up 0.04 pts
- Value
- ₹2.2 Cr
- Δ value
- down ₹9 L
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- up 0.03 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹10 L
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- up 0.11 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹6 L
- Status
- Added
- Weight
- 1.04%
- Δ weight
- up 0.02 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹13 L
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- up 0.11 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹7 L
- Status
- Added
- Weight
- 1.03%
- Δ weight
- up 0.03 pts
- Value
- ₹2 Cr
- Δ value
- down ₹10 L
- Status
- Trimmed
- Weight
- 1.02%
- Δ weight
- up 0.05 pts
- Value
- ₹2 Cr
- Δ value
- down ₹7 L
- Status
- Trimmed
- Weight
- 1.02%
- Δ weight
- down 0.07 pts
- Value
- ₹2 Cr
- Δ value
- down ₹32 L
- Status
- Trimmed
- Weight
- 1.02%
- Δ weight
- down 0.03 pts
- Value
- ₹2 Cr
- Δ value
- down ₹23 L
- Status
- Trimmed
- Weight
- 1.01%
- Δ weight
- down 0.04 pts
- Value
- ₹2 Cr
- Δ value
- down ₹25 L
- Status
- Trimmed
- Weight
- 1.01%
- Δ weight
- up 0.00 pts
- Value
- ₹2 Cr
- Δ value
- down ₹16 L
- Status
- Trimmed
- Weight
- 1.00%
- Δ weight
- up 0.00 pts
- Value
- ₹2 Cr
- Δ value
- down ₹16 L
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- up 0.05 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹4 L
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- down 0.03 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹21 L
- Status
- Trimmed
- Weight
- 0.96%
- Δ weight
- down 0.02 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹20 L
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.03 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹22 L
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.04 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹24 L
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.08 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹32 L
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.03 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹22 L
- Status
- Trimmed
- Weight
- 0.92%
- Δ weight
- down 0.08 pts
- Value
- ₹1.8 Cr
- Δ value
- down ₹33 L
- Status
- Trimmed
- Weight
- 0.90%
- Δ weight
- down 0.05 pts
- Value
- ₹1.8 Cr
- Δ value
- down ₹26 L
- Status
- Trimmed
- Weight
- 0.90%
- Δ weight
- down 0.00 pts
- Value
- ₹1.8 Cr
- Δ value
- down ₹15 L
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- down 0.05 pts
- Value
- ₹1.8 Cr
- Δ value
- down ₹26 L
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- down 0.01 pts
- Value
- ₹1.8 Cr
- Δ value
- down ₹16 L
- Status
- Trimmed
- Weight
- 0.88%
- Δ weight
- down 0.09 pts
- Value
- ₹1.7 Cr
- Δ value
- down ₹34 L
- Status
- Trimmed
- Weight
- 0.74%
- Δ weight
- down 0.07 pts
- Value
- ₹1.5 Cr
- Δ value
- down ₹26 L
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 0.03%
- Δ weight
- down 0.09 pts
- Value
- ₹5 L
- Δ value
- down ₹19 L
- Status
- Trimmed
What changed, Jan 2025 to Feb 2025
New New positions (0)
None.
Exited Exited (1)
- ITC Hotels Limitedwas 0.1% · ₹29 L
Added Biggest additions
- Shriram Transport Finance Company Limitedup ₹28 L (+0.22% pts)
- Bajaj Finance Limitedup ₹21 L (+0.19% pts)
- Bajaj Finserv Limitedup ₹19 L (+0.18% pts)
- Hindalco Industries Limitedup ₹16 L (+0.16% pts)
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 Jan 2025, the weight rose most in Finance (+0.6 pts) and Banks (+0.5 pts), and fell most in IT - Software (−0.6 pts) and Diversified FMCG (−0.4 pts).
- Finance3.0% → 3.6%+0.6 pts
- Banks7.0% → 7.5%+0.5 pts
- Ferrous Metals2.1% → 2.3%+0.2 pts
- Non - Ferrous Metals1.0% → 1.2%+0.2 pts
- IT - Software12.4% → 11.8%−0.6 pts
- Diversified FMCG12.3% → 11.8%−0.4 pts
- Healthcare Services5.5% → 5.3%−0.2 pts
- Automobiles6.0% → 5.8%−0.2 pts
- Leisure Services0.1% → 0.0%exited−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 | Aug 2024 | Nov 2024 | Jan 2025 | Feb 2025 |
|---|---|---|---|---|---|
| Food Products | 16.4% | 15.2% | 14.6% | 15.8% | 15.9% |
| Pharmaceuticals & Biotechnology | 21.3% | 18.4% | 15.4% | 15.3% | 15.4% |
| Diversified FMCG | 9.4% | 10.6% | 10.2% | 12.3% | 11.8% |
| IT - Software | 10.4% | 12.9% | 11.0% | 12.4% | 11.8% |
| Banks | 5.7% | 5.4% | 6.6% | 7.0% | 7.5% |
| Automobiles | 6.5% | 5.8% | 5.7% | 6.0% | 5.8% |
| Healthcare Services | 1.0% | 4.0% | 5.6% | 5.5% | 5.3% |
| Finance | 1.9% | 3.0% | 2.8% | 3.0% | 3.6% |
| Ferrous Metals | 1.9% | 1.7% | 2.1% | 2.1% | 2.3% |
| Insurance | 2.1% | 2.3% | 1.9% | 2.1% | 2.2% |
Allocation in Feb 2025change vs Jan 2025
- Food Products (2)15.9%
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, Feb 2025
0.0%
▼ 0.1 pts vs Jan 2025
- Cash alone
- 0.0%
- 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.