HDFC Mutual Fund
HDFC Housing Opportunities Fund - Growth Option - Direct Plan
Sectoral / Thematic
+7.3% 3Y CAGR
SBI Mutual Fund
Sectoral / Thematic · Direct · Growth
NAV as of 31 Oct 2026 · Source: AMFI
SBI Equity Minimum Variance Fund is a Sectoral / Thematic fund from SBI Mutual Fund, with NAVs going back to March 2019. This page covers its direct plan, growth option. It manages ₹195 crore, the 224th largest of 246 Sectoral / Thematic funds. Its expense ratio is 0.51% a year, lower than the median of 1.15% for Sectoral / Thematic funds.
Over the last three years it returned 7.06% a year, 123rd of 137 Sectoral / Thematic funds (median 12.96%). Over five years it returned 7.81% a year, 78th of 98. It is 0.88 percentage points a year behind its benchmark, the Nifty 50 TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 20.3%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 31 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-7.33%
3 Years
+7.06%
5 Years
+7.81%
Since launch (27 Mar 2019)
+11.86%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -9.06% | -11.05% | +1.99 pts |
| 3 Years | +6.72% | +7.60% | -0.88 pts |
| 5 Years | +7.98% | +6.59% | +1.39 pts |
| Since launch | +11.66% | +10.75% | +0.91 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
11.6%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-20.3%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 27 Mar 2019.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on SBI Mutual Fund's website before you invest.
Funds next to SBI Equity Minimum Variance Fund, in the same category, ranked by 3-year return.
HDFC Mutual Fund
Sectoral / Thematic
+7.3% 3Y CAGR
SBI Equity Minimum Variance Fund - Direct Plan - Growth
Research-only · No transactions