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

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Thematic-Others NAV 20.5512 0 07 December, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Dividend
Launch Date 12 March, 2019
Benchmark NIFTY 50 TRI
Asset Size(Cr) 160.3802
ISIN No. INF200KA1A55
Turn over 37%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Exit load of 0.5% if redeemed within 15 days.
Expense Ratio 0.73
Fund Manager Raviprakash Sharma, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W 0.01% 1.58% 1.81%
1 M -0.36% 4.02% 3.71%
3 M 3.05% 1.44% 1.83%
6 M 15.71% 0.35% -0.11%
1 Y 16.54% 7.25% 5.45%
2 Y 11.72% 12.49% 10.89%
3 Y 20.67% 23.79% 24.92%
5 Y - 12.46% 9.69%

Risk Mesasures (As on 07 Dec, 2023)

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

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 0.13%

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) 16.54% 20.67% 0%

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