SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Fund House: SBI Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 12-03-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 50 TRI |
| TER: 0.74% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 189.69 Cr As on (30-04-2024) |
| Turn over: 43% | Exit Load: Exit load of 0.5% if redeemed within 15 days. |
22.3458
0.19 (0.8373%)
17.05%
Benchmark: 14.03%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | 12-03-2019 | 30.47 | 23.4 | 17.4 | 17.72 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 70.91 | 50.01 | 30.22 | 25.67 | 18.86 |
| ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 57.52 | - | - | - | - |
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 54.13 | 37.72 | 26.5 | 18.91 | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 50.03 | 35.13 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 48.36 | 33.09 | 25.03 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 47.5 | 35.96 | 26.42 | 21.13 | - |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 46.74 | 23.28 | 15.51 | 22.56 | 15.99 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 46.47 | 34.11 | 28.72 | 24.38 | - |
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 45.56 | 23.85 | 18.19 | 19.57 | 15.03 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
7.77%
Large Cap
91.24%
Mid Cap
0.99%
