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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
₹225 Cr
up ₹9.1 Cr vs May 2025
- Stocks held
- 50
- unchanged
- Top 10 weight
- 51.4%
- of the portfolio in its ten largest
- Cash & debt
- 0.3%
- cash, money market and debt
- Moves this month
- 0 in · 0 out
- added to 10, trimmed 3
SBI Equity Minimum Variance Fund is an active equity fund in the Sectoral / Thematic category from SBI Mutual Fund. In June 2025 it disclosed 50 stocks worth ₹225 Cr, up ₹9.1 Cr from May 2025. Its largest positions were Nestle India Limited (8.2%), Hindustan Unilever Limited (7.6%), Sun Pharmaceutical Industries Limited (7.2%); the ten largest together made up 51.4% of the portfolio, and Pharmaceuticals & Biotechnology was the biggest sector at 15.1% of its equity. Cash and debt stood at 0.3%. Compared with May 2025 the fund entered 0 new stocks and exited 0.
Against 226 other Sectoral / Thematic funds
Concentration
62%
Top-10 weight is higher than 62% of peers
Breadth
64%
Holds more stocks than 64% of peers
Cash
4%
Holds more cash than 4% of peers
Holdings in June 2025
Download CSVEvery line the fund disclosed, with the change against May 2025. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 8.16%
- Δ weight
- up 0.02 pts
- Value
- ₹18.4 Cr
- Δ value
- up ₹78 L
- Status
- Added
- Weight
- 7.57%
- Δ weight
- down 0.38 pts
- Value
- ₹17 Cr
- Δ value
- down ₹14 L
- Status
- Trimmed
- Weight
- 7.20%
- Δ weight
- down 0.20 pts
- Value
- ₹16.2 Cr
- Δ value
- up ₹23 L
- Status
- Added
- Weight
- 5.55%
- Δ weight
- down 0.17 pts
- Value
- ₹12.5 Cr
- Δ value
- up ₹14 L
- Status
- Added
- Weight
- 5.25%
- Δ weight
- down 0.14 pts
- Value
- ₹11.8 Cr
- Δ value
- up ₹17 L
- Status
- Added
- Weight
- 4.35%
- Δ weight
- down <0.01 pts
- Value
- ₹9.8 Cr
- Δ value
- up ₹39 L
- Status
- Added
- Weight
- 3.55%
- Δ weight
- up <0.01 pts
- Value
- ₹8 Cr
- Δ value
- up ₹33 L
- Status
- Added
- Weight
- 3.52%
- Δ weight
- down 0.09 pts
- Value
- ₹7.9 Cr
- Δ value
- up ₹12 L
- Status
- Added
- Weight
- 3.14%
- Δ weight
- up 0.13 pts
- Value
- ₹7.1 Cr
- Δ value
- up ₹57 L
- Status
- Added
- Weight
- 3.07%
- Δ weight
- up 0.16 pts
- Value
- ₹6.9 Cr
- Δ value
- up ₹62 L
- Status
- Added
- Weight
- 2.72%
- Δ weight
- down 0.09 pts
- Value
- ₹6.1 Cr
- Δ value
- up ₹5 L
- Status
- Added
- Weight
- 2.27%
- Δ weight
- up 0.04 pts
- Value
- ₹5.1 Cr
- Δ value
- up ₹28 L
- Status
- Added
- Weight
- 2.20%
- Δ weight
- up 0.01 pts
- Value
- ₹4.9 Cr
- Δ value
- up ₹21 L
- Status
- Added
- Weight
- 2.18%
- Δ weight
- up 0.05 pts
- Value
- ₹4.9 Cr
- Δ value
- up ₹32 L
- Status
- Added
- Weight
- 1.73%
- Δ weight
- up 0.05 pts
- Value
- ₹3.9 Cr
- Δ value
- up ₹26 L
- Status
- Added
- Weight
- 1.70%
- Δ weight
- up 0.02 pts
- Value
- ₹3.8 Cr
- Δ value
- up ₹19 L
- Status
- Added
- Weight
- 1.34%
- Δ weight
- up 0.13 pts
- Value
- ₹3 Cr
- Δ value
- up ₹41 L
- Status
- Added
- Weight
- 1.30%
- Δ weight
- up 0.08 pts
- Value
- ₹2.9 Cr
- Δ value
- up ₹30 L
- Status
- Added
- Weight
- 1.29%
- Δ weight
- up 0.03 pts
- Value
- ₹2.9 Cr
- Δ value
- up ₹17 L
- Status
- Added
- Weight
- 1.27%
- Δ weight
- down 0.01 pts
- Value
- ₹2.8 Cr
- Δ value
- up ₹8 L
- Status
- Added
- Weight
- 1.25%
- Δ weight
- up 0.05 pts
- Value
- ₹2.8 Cr
- Δ value
- up ₹22 L
- Status
- Added
- Weight
- 1.22%
- Δ weight
- up 0.09 pts
- Value
- ₹2.7 Cr
- Δ value
- up ₹31 L
- Status
- Added
- Weight
- 1.14%
- Δ weight
- down 0.02 pts
- Value
- ₹2.6 Cr
- Δ value
- up ₹7 L
- Status
- Added
- Weight
- 1.12%
- Δ weight
- up 0.01 pts
- Value
- ₹2.5 Cr
- Δ value
- up ₹13 L
- Status
- Added
- Weight
- 1.11%
- Δ weight
- up 0.04 pts
- Value
- ₹2.5 Cr
- Δ value
- up ₹20 L
- Status
- Added
- Weight
- 1.10%
- Δ weight
- up 0.03 pts
- Value
- ₹2.5 Cr
- Δ value
- up ₹17 L
- Status
- Added
- Weight
- 1.09%
- Δ weight
- up 0.07 pts
- Value
- ₹2.4 Cr
- Δ value
- up ₹26 L
- Status
- Added
- Weight
- 1.06%
- Δ weight
- down 0.05 pts
- Value
- ₹2.4 Cr
- Δ value
- down ₹0 L
- Status
- Held
- Weight
- 1.05%
- Δ weight
- up 0.01 pts
- Value
- ₹2.4 Cr
- Δ value
- up ₹12 L
- Status
- Added
- Weight
- 1.01%
- Δ weight
- up 0.08 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹27 L
- Status
- Added
- Weight
- 1.01%
- Δ weight
- down 0.02 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹5 L
- Status
- Added
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 1.00%
- Δ weight
- up 0.07 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹25 L
- Status
- Added
- Weight
- 1.00%
- Δ weight
- down 0.02 pts
- Value
- ₹2.3 Cr
- Δ value
- up ₹5 L
- Status
- Added
- Weight
- 0.99%
- Δ weight
- down 0.05 pts
- Value
- ₹2.2 Cr
- Δ value
- down ₹3 L
- Status
- Trimmed
- Weight
- 0.99%
- Δ weight
- down 0.02 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹6 L
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.03 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹16 L
- Status
- Added
- Weight
- 0.98%
- Δ weight
- down 0.03 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹3 L
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.05 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹19 L
- Status
- Added
- Weight
- 0.97%
- Δ weight
- down 0.01 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹8 L
- Status
- Added
- Weight
- 0.97%
- Δ weight
- down 0.03 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹2 L
- Status
- Added
- Weight
- 0.96%
- Δ weight
- up 0.01 pts
- Value
- ₹2.2 Cr
- Δ value
- up ₹10 L
- Status
- Added
- Weight
- 0.95%
- Δ weight
- down 0.01 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹7 L
- Status
- Added
- Weight
- 0.95%
- Δ weight
- down 0.07 pts
- Value
- ₹2.1 Cr
- Δ value
- down ₹6 L
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down <0.01 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹8 L
- Status
- Added
- Weight
- 0.95%
- Δ weight
- up 0.06 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹21 L
- Status
- Added
- Weight
- 0.94%
- Δ weight
- up 0.03 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹16 L
- Status
- Added
- Weight
- 0.92%
- Δ weight
- down 0.01 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹7 L
- Status
- Added
- Weight
- 0.92%
- Δ weight
- down 0.04 pts
- Value
- ₹2.1 Cr
- Δ value
- up ₹0 L
- Status
- Held
- Weight
- 0.89%
- Δ weight
- up <0.01 pts
- Value
- ₹2 Cr
- Δ value
- up ₹8 L
- Status
- Added
- Weight
- 0.87%
- Δ weight
- down 0.02 pts
- Value
- ₹2 Cr
- Δ value
- up ₹4 L
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 0.27%
- Δ weight
- up 0.10 pts
- Value
- ₹60 L
- Δ value
- up ₹23 L
- Status
- Added
What changed, May 2025 to Jun 2025
New New positions (0)
None.
Exited Exited (0)
None.
Added Biggest additions
- Nestle India Limitedup ₹78 L (+0.02% pts)
- Bharti Airtel Limitedup ₹62 L (+0.16% pts)
- Tech Mahindra Limitedup ₹57 L (+0.13% pts)
- Jio Financial Services Limitedup ₹41 L (+0.13% pts)
- Dr. Reddy's Laboratories Limitedup ₹39 L (−<0.01% 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 May 2025, the weight rose most in Finance (+0.2 pts) and Retailing (+0.2 pts), and fell most in Diversified FMCG (−0.5 pts) and Pharmaceuticals & Biotechnology (−0.2 pts).
- Finance4.1% → 4.3%+0.2 pts
- Retailing2.1% → 2.3%+0.2 pts
- Telecom - Services2.9% → 3.1%+0.2 pts
- Cement & Cement Products1.9% → 2.0%+0.1 pts
- Diversified FMCG13.7% → 13.2%−0.5 pts
- Pharmaceuticals & Biotechnology15.3% → 15.1%−0.2 pts
- Automobiles6.2% → 6.1%−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 | Jun 2024 | Dec 2024 | Mar 2025 | May 2025 | Jun 2025 |
|---|---|---|---|---|---|
| Pharmaceuticals & Biotechnology | 20.6% | 16.8% | 15.4% | 15.3% | 15.1% |
| Diversified FMCG | 10.4% | 9.8% | 11.6% | 13.7% | 13.2% |
| IT - Software | 11.2% | 11.0% | 11.1% | 12.0% | 12.1% |
| Banks | 6.2% | 6.5% | 7.4% | 11.3% | 11.3% |
| Food Products | 15.8% | 14.3% | 15.8% | 8.2% | 8.2% |
| Automobiles | 6.5% | 5.6% | 5.7% | 6.2% | 6.1% |
| Finance | 3.0% | 2.8% | 3.6% | 4.1% | 4.3% |
| Telecom - Services | 2.9% | 1.6% | 1.7% | 2.9% | 3.1% |
| Consumer Durables | 2.2% | 3.4% | 2.0% | 2.8% | 2.8% |
| Agricultural Food & Other Products | 2.7% | 4.6% | 1.1% | 2.8% | 2.7% |
Allocation in Jun 2025change vs May 2025
- Pharmaceuticals & Biotechnology (3)
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, Jun 2025
0.3%
▲ 0.1 pts vs May 2025
- Cash alone
- 0.3%
- cash and net receivables
- A year earlier
- 0.1%
- Jun 2024 · now ▲ 0.2 pts
- Last 12 months
- −0.1% – 0.3%
- lowest to highest · record 0.3% in Jun 2025
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.