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  • SBI Equity Minimum Variance Fund (Dividend Reinvestment - Annually)
SBI Equity Minimum Variance Fund (Dividend Reinvestment - Annually)

SBI Equity Minimum Variance Fund (Dividend Reinvestment - Annually)

EquitySectoral / Thematic - Quant

13.2074

NAV (Mar 05)

Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - quant mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - quant mutual funds.

This category has few funds and relatively small amounts invested in them.

The broad market benchmark index has performed moderately well over time however, funds in this category have underperformed the benchmark index.Quant funds depend on mathematical models to construct portfolios.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

67 Cr. Small within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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Scheme Information

Investment Objective

The investment objective of the scheme is to 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

0.7 %

Expense Ratio

Mar 19, 2019

Launched (2y ago)

₹ 67

AUM in Crores

INF200KA1A63

ISIN

No Lock-in

Lock-in

IISL Nifty 50 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Raviprakash Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

L&T Midcap Fund (G)

L&T Midcap Fund (G)

Mid Cap

Recommended

Top Ranked

17 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

26 Years

Age

5

Track Record

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 363,720 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.

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SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

₹ 11,019 Cr

Fund Size

7%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-W)

SBI Magnum Ultra Short Duration Fund (DR-W)

Ultra Short

Top Ranked

₹ 11,019 Cr

Fund Size

5.5%

3Y returns

SBI Magnum Ultra Short Duration Fund (DP-W)

SBI Magnum Ultra Short Duration Fund (DP-W)

Ultra Short

Top Ranked

₹ 11,019 Cr

Fund Size

5.5%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-D)

SBI Magnum Ultra Short Duration Fund (DR-D)

Ultra Short

Top Ranked

₹ 11,019 Cr

Fund Size

5.3%

3Y returns

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Top Ranked

₹ 12,519 Cr

Fund Size

13.1%

3Y returns

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Kotak Standard Multicap fund (Growth)

Kotak Standard Multicap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Category View

Category View

We check if the sub-category of the fund is recommended by us.

Consistency Of Performance

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Quality Of Fund’s Portfolio

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Equity Funds

Debt Funds

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About SBI Equity Minimum Variance Fund (DR-A)

About SBI Equity Minimum Variance Fund (DR-A)

SBI Equity Minimum Variance Fund (DR-A) is a sectoral / thematic - quant equity fund and has delivered an annualised return of 15.2% over a period of 2 years ..The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is Raviprakash Sharma.

SBI Equity Minimum Variance Fund (DR-A) Investment Objective

The investment objective of the scheme is to 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. However, there is no assurance that the objective of the scheme will be realized.

SBI Equity Minimum Variance Fund (DR-A) NAV,AUM,Risk

The SBI Equity Minimum Variance Fund (DR-A) fund was launched on Mar 19, 2019. The NAV (Net Asset Value) of this sectoral / thematic - quant equity as of 2021-03-05 is ₹ 13.2074. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 66.254. The category risk of the SBI Equity Minimum Variance Fund (DR-A) fund is Very High Risk. The fund charges 0.7 % as expense ratio.

SBI Equity Minimum Variance Fund (DR-A) Holdings

The fund’s highest allocation is towards equity and has invested 98.1% in this asset class. The top three holdings of the fund are tata consultancy services ltd,power grid corp of india ltd and hindustan unilever ltd

SBI Equity Minimum Variance Fund (DR-A) SIP

The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

SBI Equity Minimum Variance Fund (DR-A) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR

SBI Equity Minimum Variance Fund (DR-A) Review

SBI Equity Minimum Variance Fund (DR-A) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, SBI Equity Minimum Variance Fund (DR-A) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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