SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Thematic-Others NAV 19.0048 0 25 September, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Growth
Launch Date 02 March, 2019
Benchmark Nifty 50 Index
Asset Size(Cr) 141.90550000000002
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
Fund Manager Raviprakash Sharma, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 25 Sep, 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 23.35% 23.79% 24.92%
5 Y - 12.46% 9.69%

Risk Mesasures (As on 25 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.04 1.38 2.55 0.77
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 0.25%

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 - Growth 9.55% 23.35% 0%

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