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: 0.74% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 216.69 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 37% | Exit Load: Exit load of 0.5% if redeemed within 15 days. |
23.1772
0.06 (0.2546%)
15.79%
Benchmark: 13.94%
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 | 13.15 |
| Sharpe Ratio | 0.64 |
| Alpha | 1.5 |
| Beta | 0.97 |
| 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 | 7.99 | 17.68 | 13.74 | 17.71 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 41.77 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 40.74 | - | - | - | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 37.43 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 37.41 | 45.32 | 27.57 | 27.91 | 16.72 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 37.26 | 34.22 | 23.85 | 22.82 | 14.19 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 29.47 | 31.71 | 11.41 | 23.78 | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 28.31 | 32.46 | 17.21 | 23.87 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 28.27 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 28.12 | 25.33 | - | - | - |
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
0.02%
Large Cap
99.98%
Scheme Documents
There are no scheme documents available
