SBI Equity Minimum Variance – Direct Growth

500
Min SIP
5,000
Min Lumpsum
0.42 %
Expense Ratio
Rating
155
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 17.1% 21.9% - 15.9%
Category Average 12.7% 22.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
9.75%
7.67%
TCS
7.14%
Others
61%
View all Holdings
Holdings Sector Instrument Asset
Cipla Pharmaceuticals Equity 9.75%
Nestle India FMCG Equity 7.67%
Hind. Unilever FMCG Equity 7.44%
TCS IT - Software Equity 7.14%
Britannia Inds. FMCG Equity 7%
Dr Reddy's Labs Pharmaceuticals Equity 6.96%
Sun Pharma.Inds. Pharmaceuticals Equity 4.8%
Power Grid Corpn Power Generation & Distribution Equity 4.41%
Bharti Airtel Telecomm-Service Equity 2.07%
B P C L Refineries Equity 2.04%
ITC Tobacco Products Equity 1.68%
NTPC Power Generation & Distribution Equity 1.14%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.09%
Hindalco Inds. Non Ferrous Metals Equity 1.08%
Adani Ports Infrastructure Developers & Operators Equity 1.08%
Tata Steel Steel Equity 1.06%
Infosys IT - Software Equity 1.06%
O N G C Crude Oil & Natural Gas Equity 1.05%
LTIMindtree IT - Software Equity 1.05%
HCL Technologies IT - Software Equity 1.05%
Wipro IT - Software Equity 1.04%
Tech Mahindra IT - Software Equity 1.03%
Eicher Motors Automobile Equity 1.02%
Axis Bank Banks Equity 1.02%
Maruti Suzuki Automobile Equity 1.01%
Grasim Inds Textiles Equity 1.01%
ICICI Bank Banks Equity 1.01%
Titan Company Diamond, Gems and Jewellery Equity 1%
M & M Automobile Equity 1%
Adani Enterp. Trading Equity 0.99%
IndusInd Bank Banks Equity 0.99%
SBI Life Insuran Insurance Equity 0.99%
UltraTech Cem. Cement Equity 0.99%
Tata Consumer Plantation & Plantation Products Equity 0.99%
Divi's Lab. Pharmaceuticals Equity 0.98%
Coal India Mining & Mineral products Equity 0.98%
JSW Steel Steel Equity 0.97%
Asian Paints Paints/Varnish Equity 0.96%
Bajaj Finance Finance Equity 0.96%
HDFC Life Insur. Insurance Equity 0.95%
Tata Motors Automobile Equity 0.95%
St Bk of India Banks Equity 0.95%
HDFC Bank Banks Equity 0.95%
Hero Motocorp Automobile Equity 0.94%
Kotak Mah. Bank Banks Equity 0.94%
Bajaj Auto Automobile Equity 0.93%
Bajaj Finserv Finance Equity 0.93%
UPL Agro Chemicals Equity 0.91%
Apollo Hospitals Healthcare Equity 0.91%
Reliance Industr Refineries Equity 0.87%
Pharmaceuticals & Biotech
21.63%
Food Products
15.08%
IT-Software
12.02%
Diversified FMCG
9.19%
Banks
5.99%
Others
36.09%
View all Sectors
Sectors Asset
Pharmaceuticals & Biotech 21.63%
Food Products 15.08%
IT-Software 12.02%
Diversified FMCG 9.19%
Banks 5.99%
Automobiles 5.89%
Power 5.82%
Petroleum Products 3.11%
Telecom-Services 2.11%
Ferrous Metals 2.04%
Finance 2.03%
Cement & Cement Products 2%
Consumer Durables 1.92%
Insurance 1.91%
Non-Ferrous Metals 1.06%
Construction 1.06%
Oil 1.05%
Transport Infrastructure 1.04%
Agricultural Food & other 1%
Metals & Minerals Trading 1%
Healthcare Services 0.96%
Consumable Fuels 0.96%
Fertilisers & Agrochemica 0.95%
Debt 0.57%
Others 0.06%
Cash & Others -0.45%
Equity
99.8%
Reverse Repos
0.3%
Derivatives
0.06%
Net Curr Ass/Net Receivables
-0.15%

Advance Ratio

3.9
Alpha
3.65
SD
0.82
Beta
1.59
Sharpe

Exit Load

Exit Load For exit within 15 dyas from the date of allotment - 0.50% For exit after 15 days from the date of allotment - Nil.

Fund Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Managers

Raviprakash Sharma

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

SBI Mutual Fund
AUM:
7,63,724 Cr
Address:
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com

Frequently Asked Questions

How to invest in SBI Equity Minimum Variance – Direct Growth ?

You can invest in SBI Equity Minimum Variance – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Equity Minimum Variance – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of SBI Equity Minimum Variance – Direct Growth ?

The NAV of SBI Equity Minimum Variance – Direct Growth is ₹19.3 as of 22 September 2023.

How to redeem SBI Equity Minimum Variance – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of SBI Equity Minimum Variance – Direct Growth?

The minimum SIP amount of SBI Equity Minimum Variance – Direct Growth is ₹500

What are the top sectors SBI Equity Minimum Variance – Direct Growth has invested in?

The top sectors SBI Equity Minimum Variance – Direct Growth has invested in are
  1. Pharmaceuticals & Biotech - 21.63%
  2. Food Products - 15.08%
  3. IT-Software - 12.02%
  4. Diversified FMCG - 9.19%
  5. Banks - 5.99%

Can I make investments in both the SIP and Lump Sum schemes of SBI Equity Minimum Variance – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of SBI Equity Minimum Variance – Direct Growth based on your investment objective and risk tolerance.

How much returns have SBI Equity Minimum Variance – Direct Growth generated ?

The SBI Equity Minimum Variance – Direct Growth has delivered 15.9% since inception

What is the expense ratio of SBI Equity Minimum Variance – Direct Growth ?

The expense ratio of SBI Equity Minimum Variance – Direct Growth is 0.42 % as of 22 September 2023.

What is the AUM of SBI Equity Minimum Variance – Direct Growth?

The AUM of SBI Equity Minimum Variance – Direct Growth is ₹7,63,724 Cr as of 22 September 2023

What are the top stock holdings of SBI Equity Minimum Variance – Direct Growth?

The top stock holdings of SBI Equity Minimum Variance – Direct Growth are
  1. Cipla - 9.75%
  2. Nestle India - 7.67%
  3. Hind. Unilever - 7.44%
  4. TCS - 7.14%
  5. Britannia Inds. - 7%

How can I redeem my investments in SBI Equity Minimum Variance – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Equity Minimum Variance – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now