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 (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 197.9 Cr As on 28-02-2025(Source:AMFI)
Turn over: 37% | Exit Load: Exit load of 0.5% if redeemed within 15 days.

22.4657

14.53%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.97
Sharpe Ratio 0.45
Alpha 1.12
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 0.41 18.98 13.88 23.73 -
HDFC Defence Fund - Growth Option 02-06-2023 20.26 - - - -
Franklin India Opportunities Fund - Growth 05-02-2000 15.08 39.0 27.61 34.05 14.85
HSBC Business Cycles Fund - Regular Growth 20-08-2014 13.48 29.44 20.63 28.95 12.39
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 13.37 27.74 19.1 29.58 13.36
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 12.71 - - - -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 12.04 - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 12.04 23.99 15.23 27.74 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 11.87 31.45 23.45 36.31 -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 11.84 23.26 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.03%

Large Cap

93.55%

Mid Cap

6.42%

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