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: 0.75% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 216.84 Cr As on 30-04-2025(Source:AMFI)
Turn over: 37% | Exit Load: For exit on or before 15 days from the date of allotment – 0.5% For exit after 15 days from the date of allotment - Nil

23.817

15.1%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 11.9
Sharpe Ratio 0.86
Alpha -0.12
Beta 0.85
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 2.5 16.3 16.82 19.95 -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 21.9 - - - -
HDFC Defence Fund - Growth Option 02-06-2023 21.89 59.02 - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 19.82 24.43 21.9 27.47 -
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 19.5 - - - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 15.6 27.38 22.69 26.65 14.32
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 14.27 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 13.52 29.5 26.58 32.09 -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 12.58 22.91 - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 12.35 28.91 27.23 29.01 14.16

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

-0.02%

Large Cap

96.61%

Mid Cap

3.41%

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