Talk to Expert :
0
SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

SBI Equity Minimum Variance Fund - Portfolio Analysis

  • ₹25.43 (-0.2135%)

    Current NAV 11-10-2024

  • 36.55%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 99.79%
  • Others 0.21%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 91.39
Others 7.29
Mid Cap 1.11

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Staples

Healthcare

Technology

Financial

Automobile

Energy

Materials

Metals & Mining

Communication

Services

Insurance

Construction

Consumer Discretionary

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
11-Oct-2024
Holdings PE Ratio
11-Oct-2024
1Y Return
Britannia Industries Ltd. Large Cap Consumer Staples (64.72) 8.37% 65.85 31.34%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 8.19% 0 0%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (50.94) 7.56% 19.81 18.68%
Nestle India Ltd. Consumer Staples (64.72) 7.29% 0 8.41%
Tata Consultancy Services Ltd. Large Cap Technology (37.7) 6.02% 32.04 14.97%
Cipla Ltd. Large Cap Healthcare (50.94) 5.9% 29.94 36.25%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (50.94) 5.5% 43.92 68.52%
Bharti Airtel Ltd. Large Cap Communication (177.77) 2.93% 97.57 76.57%
Tata Consumer Products Ltd. Large Cap Consumer Staples (104.77) 2.77% 98.15 27.05%
ITC Ltd. Large Cap Consumer Staples (29.99) 2.32% 29.87 8.97%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (90.34) 1.89% 96.88 37.26%
Divi's Laboratories Ltd. Large Cap Healthcare (50.94) 1.58% 97.39 63.86%
Asian Paints Ltd. Large Cap Materials 1.43% - 0%
Mahindra & Mahindra Ltd. Large Cap Automobile (33.32) 1.32% 35.3 101.46%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1.23% 38.75 29.66%
Eicher Motors Ltd. Large Cap Automobile (40.73) 1.2% 30.92 35.04%
Coal India Ltd. Large Cap Materials (20.4) 1.14% 8.31 63.54%
Power Grid Corporation Of India Ltd. Large Cap Energy (31.71) 1.14% 19.55 66.25%
State Bank of India Large Cap Financial (11.14) 1.13% 10.35 35.99%
Hero Motocorp Ltd. Mid Cap Automobile (40.73) 1.11% 26.84 76.63%
Axis Bank Ltd. Large Cap Financial (24.43) 1.1% 28.68 29.81%
Tata Steel Ltd. Large Cap Metals & Mining (32.55) 1.09% -48.84 28.61%
Adani Enterprises Ltd. Large Cap Services (107.15) 1.09% 88.95 26.09%
NTPC Ltd. Large Cap Energy (25.2) 1.08% 19.13 77.05%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (158.36) 1.08% 33.38 72.72%
JSW Steel Ltd. Large Cap Metals & Mining (20.62) 1.07% 20.56 23.11%
HDFC Bank Ltd. Large Cap Financial (18.55) 1.06% 18.47 7.26%
Bharat Petroleum Corporation Ltd. Large Cap Energy (18.32) 1.05% 7.69 97.05%
Grasim Industries Ltd. Large Cap Materials (52.83) 1.04% 34.63 37.33%
ICICI Bank Ltd. Large Cap Financial (18.55) 1.03% 18.58 28.36%
Ultratech Cement Ltd. Large Cap Materials (55.96) 1.02% 44.61 34.3%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (10.09) 1% 8.51 59.71%
HCL Technologies Ltd. Large Cap Technology (37.7) 1% 30.39 47.67%
Bajaj Auto Ltd. Large Cap Automobile (40.73) 0.99% 41.3 133.85%
Larsen & Toubro Ltd. Large Cap Construction (41.49) 0.98% 36.68 12.76%
Maruti Suzuki India Ltd. Large Cap Automobile (33.32) 0.98% 27.35 22.71%
Shriram Finance Ltd Large Cap Financial (31.51) 0.98% 16.36 76.12%
Tech Mahindra Ltd. Large Cap Technology (37.7) 0.97% 63.96 33.66%
Bajaj Finserv Ltd. Large Cap Financial (102.66) 0.96% 35.94 14.81%
Reliance Industries Ltd. Large Cap Energy (18.32) 0.95% 26.99 16.94%
Indusind Bank Ltd. Large Cap Financial (18.55) 0.95% 11.64 -5.16%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.95% 33.85 6.16%
Bajaj Finance Ltd. Large Cap Financial (31.51) 0.95% 30.27 -9.86%
Infosys Ltd. Large Cap Technology (37.7) 0.94% 30.14 29.55%
Tata Motors Ltd. Large Cap Automobile (95.46) 0.94% 40.82 136.49%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.94% 26.45 -0.13%
SBI Life Insurance Company Ltd. Large Cap Insurance (23.38) 0.93% 0 32.55%
Wipro Ltd. Large Cap Technology (37.7) 0.92% 24.75 25.64%
HDFC Life Insurance Co Ltd. Large Cap Insurance (23.38) 0.87% 95.21 16.41%
Titan Company Ltd. Large Cap Consumer Discretionary (87.07) 0.86% 89.31 5.95%

Discover More with Premium Access

View Stock Information

Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.21

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.12% - 0%
Others Others 0.09% - 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

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.

Top 5 holdings for SBI Equity Minimum Variance Fund ?

The top holdings of this fund are

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.

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.

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 Sector for SBI Equity Minimum Variance Fund ?

The major sectors of this fund are .

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 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.

Request call back
Add to Cart Successfully