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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 209.22 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 37% | Exit Load: Exit load of 0.5% if redeemed within 15 days. |
22.9703
0.31 (1.3639%)
14.81%
Benchmark: 13.82%
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 | 14.2 |
| Sharpe Ratio | 0.45 |
| Alpha | 1.41 |
| Beta | 1.0 |
| 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 | 4.53 | 17.56 | 13.36 | 21.98 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 15.18 | 24.07 | 15.83 | 27.33 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.63 | 27.19 | 18.51 | 27.11 | 13.22 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.13 | 30.11 | 21.96 | 32.79 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 13.12 | 38.38 | 27.12 | 31.77 | 15.09 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 12.98 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 12.82 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.53 | 22.17 | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 11.79 | 27.03 | 19.69 | 27.73 | 12.29 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 11.04 | - | - | - | - |
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
93.81%
Mid Cap
6.18%
