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 (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 219.27 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 37% | Exit Load: Exit load of 0.5% if redeemed within 15 days. |
22.7628
-0.21 (-0.9397%)
15.75%
Benchmark: 13.99%
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 | 13.01 |
| Sharpe Ratio | 0.7 |
| Alpha | 3.33 |
| Beta | 0.94 |
| 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 | 15.83 | 16.66 | 13.17 | 17.46 | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 52.24 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 46.53 | 40.73 | 23.57 | 26.78 | 16.15 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 39.78 | 30.24 | 20.71 | 22.06 | 13.79 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 39.13 | - | - | - | - |
| Quant Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | 38.15 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 37.77 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 35.14 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 33.8 | 29.44 | 14.43 | 23.67 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 33.01 | 25.0 | 18.48 | 21.94 | 14.18 |
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
-0.01%
Large Cap
100.01%
