- Mutual Funds
- SBI Mutual Fund
- SBI Equity Minimum Variance Fund (G)
SBI Equity Minimum Variance Fund (G)
₹ 24.2037
NAV (Oct 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 24.2037
NAV (Oct 30)
Fund Returns
Last 1Y | 29% |
Last 3Y | 15.7% |
Last 5Y | 18.9% |
Last 10Y | NA |
Since Inception | 17.2% |
6 Month CAGR | 8.7% |
Scheme Information
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.
Expense Ratio | 0.74% |
Launched 5Y ago | 2019-03-19 |
AUM in Crores | 236.8 |
ISIN | INF200KA1A48 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.8 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund (G) | 11,79,608 | 4,46,996 | 18.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Hindustan Unilever Ltd.
8.21%Britannia Industries Ltd.
8.08%Tata Consultancy Services Ltd.
7.65%Nestle India Ltd.
7.28%Sun Pharmaceutical Industries Ltd.
7.03%Allocation by Sector
Consumer Staples
31.68%Healthcare
20.08%Technology
9.53%Financial
9.18%Materials
6.09%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8.6% | 14.4% | ||
16.7% | 6.7% | ||
18.1% | 15.3% | ||
23% | 16.1% | ||
24.2% | 17.3% |
SBI Equity Minimum Variance Fund (G) Review
SBI Equity Minimum Variance Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 17.23% over 5 years. The fund has grown over a period of 5 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Raviprakash Sharma.
Nav of SBI Equity Minimum Variance Fund (G) as of 10/30/2024 is ₹24.20 with the total AUM as of 10/31/2024 is ₹236.82. 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 2019-03-19. The category risk of the fund is Very High.
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 NIFTY 50 Total Return Index.
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)?
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.
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 0.74% for regular plan.
What is the NAV of SBI Equity Minimum Variance Fund (G)?
Today's SBI Equity Minimum Variance Fund (G) NAV is ₹24.20.