SBI Equity Minimum Variance Fund - Direct Plan - Growth
Fund House: SBI Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 12-03-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 50 TRI |
| TER: 0.42% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 215.88 Cr As on 30-05-2025(Source:AMFI) |
| Turn over:
37%
|
Exit Load:
For exit on or before 15 days from the date of allotment – 0.5% \n\nFor exit after 15 days from the date of allotment - Nil \n |
24.5875
0.03 (0.1407%)
15.51%
Benchmark: 14.01%
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 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.24 |
| Sharpe Ratio | 0.67 |
| Alpha | -0.39 |
| Beta | 1.03 |
| 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 - Direct Plan - Growth | 12-03-2019 | 1.4 | 14.78 | 17.76 | 20.13 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 15.04 | 23.04 | 23.86 | 26.81 | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 14.51 | - | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 12.83 | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.72 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 10.51 | 27.2 | 28.79 | 31.98 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 9.17 | 25.72 | 24.11 | 26.18 | 14.12 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 8.21 | 26.47 | 26.29 | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.01 | 21.45 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 6.68 | 25.27 | 25.66 | 26.09 | - |
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
0.2%
Large Cap
96.47%
Mid Cap
3.33%
