- Mutual Funds
- SBI Mutual Fund
- SBI Equity Minimum Variance Fund (Growth)
SBI Equity Minimum Variance Fund (Growth)
₹ 22.007
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.007
NAV (Apr 22)
Fund Returns
Last 1Y | 32.8% |
Last 3Y | 18% |
Last 5Y | 16.6% |
Last 10Y | NA |
Since Inception | 16.7% |
6 Month CAGR | 14.8% |
Scheme Information
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. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0.75 |
Launched (5y ago) | Mar 19, 2019 |
AUM in Crores | 189.693 |
ISIN | INF200KA1A48 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12 |
Standard Deviation (5yr) | 16 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.82 |
Sharpe Ratio (3yr) | 1.076 |
Sharpe Ratio (5yr) | 0.76 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund (Growth) | 11,10,463 | 3,77,851 | 16.6% | |
| 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
nestle india ltd
8.1%dr reddy's laboratories ltd
8%hindustan unilever ltd
7.9%britannia industries ltd
7.9%tata consultancy services ltd
6.3%Allocation by Sector
consumer defensive
29%healthcare
23.4%technology
11.4%financial services
11%consumer cyclical
7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22.6% | 17.9% | ||
26.4% | 16.4% | ||
16.6% | 12.1% | ||
28.3% | 13.4% |
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 16.7% over a period of 5 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 4/22/2024 is ₹22.01 with the total AUM as of 4/23/2024 is ₹189.693. 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 Nifty 50 TR INR.
SBI Equity Minimum Variance Fund (G) is rated as a 0 fund in Equity and delivered 32.8% 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)?
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.