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

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Thematic-Others NAV 17.6028 0 09 June, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Dividend
Launch Date 12 March, 2019
Benchmark Nifty 50 Index
Asset Size(Cr) 136.09 (As on 31-03-2023)
Turn over 37%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5% for redemption within 15 days
Expense Ratio 0.74% (As on 31-03-2023)
Fund Manager Raviprakash Sharma, Mohit Jain

Investment Returns (As on 09 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.49% 1.58% 1.81%
1 M 4.5% 4.02% 3.71%
3 M 2.08% 1.44% 1.83%
6 M 0.77% 0.35% -0.11%
1 Y 9.55% 7.25% 5.45%
2 Y 11.72% 12.49% 10.89%
3 Y 23.36% 23.79% 24.92%
5 Y - 12.46% 9.69%

Risk Mesasures (As on 09 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 9.55% 23.36% 0%

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