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 (30-08-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 228.73 Cr As on 30-08-2024(Source:AMFI) |
| Turn over: 37% | Exit Load: Exit load of 0.5% if redeemed within 15 days. |
26.5971
0.29 (1.09%)
19.56%
Benchmark: 14.52%
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 | 11.74 |
| Sharpe Ratio | 0.92 |
| Alpha | 3.62 |
| Beta | 0.88 |
| 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 | 39.79 | 29.35 | 18.02 | 21.73 | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 83.83 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 68.68 | 49.16 | 28.55 | 29.24 | 18.3 |
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 61.02 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 60.19 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 58.62 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 56.8 | 37.71 | 25.3 | 23.82 | 16.03 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 51.34 | 34.49 | 19.74 | - | - |
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 50.35 | 38.48 | 24.0 | 21.78 | - |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 05-09-2021 | 49.7 | 33.59 | 19.46 | - | - |
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
0.21%
Large Cap
99.91%
