SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Fund House: SBI Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 12-03-2019 |
| 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. |
22.4692
-0.02 (-0.101%)
14.53%
Benchmark: 13.79%
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 8 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 | 11.9 |
| Sharpe Ratio | 0.86 |
| Alpha | -0.12 |
| Beta | 0.85 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
0.03%
Large Cap
93.55%
Mid Cap
6.42%
