SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund House: SBI Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 02-03-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 50 TRI |
| TER: 0.75% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 189.69 Cr As on (31-03-2024) |
| Turn over: 43% | Exit Load: Exit load of 0.5% if redeemed within 15 days. |
22.0754
0.13 (0.5744%)
16.83%
Benchmark: 13.95%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.01 |
| Sharpe Ratio | 1.09 |
| Alpha | 1.59 |
| Beta | 0.85 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 02-03-2019 | 28.1 | 21.81 | 16.63 | 17.28 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 68.54 | 45.12 | 28.4 | 24.26 | 18.73 |
| ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 52.23 | - | - | - | - |
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 50.74 | 34.67 | 25.29 | 18.16 | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 47.02 | 32.09 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 46.32 | 29.97 | 24.23 | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 45.12 | 32.0 | 27.92 | 23.59 | - |
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 43.34 | 22.48 | 17.02 | 18.76 | 15.13 |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 43.19 | 19.71 | 13.49 | 21.89 | 16.66 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 41.71 | 31.8 | 23.84 | 19.97 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
8.08%
Large Cap
90.9%
Mid Cap
1.02%
