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

  • Equity
  • Other Themes
  • Very High
  • Current NAV

    ₹21.98 -0.0191%

    16-04-2024
  • Annual Returns

    33.02%

  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 100.01%
  • Others -0.01%

Market Cap

Allocation
Large Cap 90.88
Others 7.33
Mid Cap 1.8

Sector Allocation

Consumer Staples

Healthcare

Technology

Energy

Financial

Automobile

Materials

Metals & Mining

Communication

Services

Insurance

Construction

Consumer Discretionary

Chemicals

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (54.52) 8.33% 19.22 24.1%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 7.99% 41.38 53.01%
Nestle India Ltd. Consumer Staples (74.98) 7.33% 0 30.8%
Britannia Industries Ltd. Large Cap Consumer Staples (67.53) 7.21% 52.97 11.45%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 7.09% 0 0%
Cipla Ltd. Large Cap Healthcare (54.52) 6.33% 30.17 51.18%
Tata Consultancy Services Ltd. Large Cap Technology (33.42) 5.29% 30.53 21.39%
Tata Consumer Products Ltd. Large Cap Consumer Staples (104.52) 4.04% 89.93 57.74%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.26) 3.64% 16.22 58.25%
Bharti Airtel Ltd. Large Cap Communication (72.03) 2.48% 83.22 58.18%
ITC Ltd. Large Cap Consumer Staples (28.17) 1.49% 25.93 7.71%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.41) 1.34% 8.66 78.3%
Bharat Petroleum Corporation Ltd. Large Cap Energy (39.77) 1.27% 4.44 78.23%
Bajaj Auto Ltd. Large Cap Automobile (43.77) 1.23% 34.06 107.57%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (145.65) 1.18% 39.11 97.84%
Tata Motors Ltd. Large Cap Automobile (95.46) 1.16% 40.82 136.49%
Mahindra & Mahindra Ltd. Large Cap Automobile (44.26) 1.12% 22.63 68.46%
State Bank of India Large Cap Financial (15.74) 1.12% 10.34 41.03%
HCL Technologies Ltd. Large Cap Technology (32.73) 1.09% 25.52 37.73%
Adani Enterprises Ltd. Large Cap Services (116.37) 1.08% 100.81 66.09%
Coal India Ltd. Large Cap Materials (10.71) 1.07% 9.48 100.4%
Reliance Industries Ltd. Large Cap Energy (39.77) 1.07% 28.38 24.57%
Wipro Ltd. Large Cap Technology (33.42) 1.06% 20.77 21.82%
Maruti Suzuki India Ltd. Large Cap Automobile (44.26) 1.06% 32.31 44.17%
NTPC Ltd. Large Cap Energy (26.94) 1.05% 17.87 107.75%
Infosys Ltd. Large Cap Technology (32.73) 1.05% 24.08 1.88%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.21) 1.04% 0 29.49%
Hero Motocorp Ltd. Mid Cap Automobile (43.77) 1.04% 23.89 76.47%
ICICI Bank Ltd. Large Cap Financial (24.57) 1.03% 17.67 18.72%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (91.57) 1.02% 115.26 43.92%
Grasim Industries Ltd. Large Cap Materials (56.46) 1% 26.49 31.81%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 0.97% 39.4 57.01%
Tata Steel Ltd. Large Cap Metals & Mining (21.87) 0.97% -59.72 48.95%
Tech Mahindra Ltd. Large Cap Technology (33.42) 0.96% 41.5 10.05%
Axis Bank Ltd. Large Cap Financial (24.43) 0.94% 28.68 29.81%
Eicher Motors Ltd. Large Cap Automobile (43.77) 0.94% 31.12 35.85%
Titan Company Ltd. Large Cap Consumer Discretionary (89.18) 0.94% 93.83 41.15%
Ultratech Cement Ltd. Large Cap Materials (55.96) 0.93% 44.61 34.3%
Bajaj Finserv Ltd. Large Cap Financial (40.04) 0.91% 33.07 20.75%
Indusind Bank Ltd. Large Cap Financial (24.57) 0.9% 13.38 34.44%
JSW Steel Ltd. Large Cap Metals & Mining (20.62) 0.88% 20.56 23.11%
HDFC Life Insurance Co Ltd. Large Cap Insurance (25.21) 0.87% 85.25 13.64%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.87% 26.45 -0.13%
Bajaj Finance Ltd. Large Cap Financial (32.41) 0.84% 31.41 18.53%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.83% 33.85 6.16%
Divi's Laboratories Ltd. Large Cap Healthcare (54.52) 0.83% 72.08 17.98%
Asian Paints Ltd. Large Cap Materials 0.8% 0%
HDFC Bank Ltd. Large Cap Financial (24.57) 0.79% 19.42 -10.86%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 0.78% 38.75 29.66%
UPL Ltd. Mid Cap Chemicals (35.64) 0.76% -81.17 -34.25%

Market Cap

Allocation
Others -0.01

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.17% 0%
Others Others 0.01% 0%
Others Others -0.19% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for SBI Equity Minimum Variance Fund?

The top holdings of this fund are Dr. Reddy's Laboratories Ltd., Sun Pharmaceutical Industries Ltd., Nestle India Ltd., Britannia Industries Ltd., Hindustan Unilever Ltd.

Top 5 Sector for SBI Equity Minimum Variance Fund?

The major sectors of this fund are Consumer Staples, Healthcare, Technology, Energy, Financial.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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