SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on March 19, 2019, and falls under the Other Themes fund category. It currently manages an AUM of Rs 223.84 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.75% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are -6.84% (1 year), 13.75% (3 year) and 17.8% (5 year). The average annual return of this fund stands at 4.81%.