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

SBI Equity Minimum Variance Fund (G)

EquitySectoral / Thematic

24.2037

NAV (Oct 30)

18.856%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

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

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.

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
-
Fund Managers

Pradeep Kesavan

Fund Manager

Raviprakash Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Equity Minimum Variance Fund (G)70%11,79,608 4,46,99618.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-13

Top Stock Holdings

Hindustan Unilever Ltd.

8.21%
8.21%

Britannia Industries Ltd.

8.08%
8.08%

Tata Consultancy Services Ltd.

7.65%
7.65%

Nestle India Ltd.

7.28%
7.28%

Sun Pharmaceutical Industries Ltd.

7.03%
7.03%
See all holdings

Allocation by Sector

Consumer Staples

31.68%
31.68%

Healthcare

20.08%
20.08%

Technology

9.53%
9.53%

Financial

9.18%
9.18%

Materials

6.09%
6.09%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox 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)?

It is a Sectoral / Thematic Equity scheme predominantly investing across Equity instruments 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.

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.