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  • SBI Equity Minimum Variance Fund (Growth)
SBI Mutual Fund

SBI Equity Minimum Variance Fund (Growth)

EquitySectoral / Thematic - Quant

16.9789

NAV (Nov 25)

15.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.9789

NAV (Nov 25)

Fund Returns

Last 1Y

9%

Last 3Y

18.5%

Last 5Y

NA

Last 10Y

NA

Since Inception

15.4%

6 Month CAGR

14.2%

Scheme Information

Investment Objective

The investment objective of the scheme is 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.

Expense Ratio

0.75

Launched (3y ago)

Mar 19, 2019

AUM in Crores

136.279

ISIN

INF200KA1A48

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

18.8

Standard Deviation (5yr)

0

Beta (3yr)

0.8

Beta (5yr)

0

Sharpe Ratio (3yr)

0.737

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Raviprakash Sharma

Fund Manager

Mohit Jain

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

nestle india ltd

8.1%
8.1%

cipla ltd

8%
8%

power grid corp of india ltd

7.7%
7.7%

britannia industries ltd

7.5%
7.5%

hindustan unilever ltd

7.2%
7.2%
See all holdings

Allocation by Sector

consumer defensive

26.7%
26.7%

healthcare

19.5%
19.5%

financial services

12%
12%

utilities

8.9%
8.9%

technology

8.4%
8.4%
See all sectors

Compare SBI Equity Minimum Variance Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.2%

    18.9%

    6.3%

    6.8%

    3.6%

    6.5%

    21.2%

    17.6%

    16.1%

    11.8%

    SBI Equity Minimum Variance Fund (G) Review

    SBI Equity Minimum Variance Fund (G) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 15.4% over a period of 3 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Raviprakash Sharma.

    Nav of SBI Equity Minimum Variance Fund (G) as of 11/25/2022 is ₹16.98 with the total AUM as of 11/27/2022 is ₹136.279. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Minimum Variance Fund (G) was launched on Mar 19, 2019. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Equity Minimum Variance Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    SBI Equity Minimum Variance Fund (G) 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 (G) is rated as a 0 fund in Equity and delivered 9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Equity Minimum Variance Fund (G).

    Frequently Asked Questions

    What is SBI Equity Minimum Variance Fund (G)?

    SBI Equity Minimum Variance Fund (G) is a Sectoral / Thematic - Quant Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Equity Minimum Variance Fund (G)?

    You can invest in SBI Equity Minimum Variance Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of SBI Equity Minimum Variance Fund (G)?

    The minimum sip amount for SBI Equity Minimum Variance Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Equity Minimum Variance Fund (G) good to invest in?

    As per Scripbox experts, SBI Equity Minimum Variance Fund (G) is a Not Reviewed Yet fund. You can investSBI Equity Minimum Variance Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Equity Minimum Variance Fund (G)?

    The expense ratio of the SBI Equity Minimum Variance Fund (G) is 0.75% for regular plan.