SBI Equity Minimum Variance – Direct Growth

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹5,000.0 0.43 % 0★ ₹136.0 4 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹5,000.0 0.43 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹136.0 Cr 4 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 10.8% 18.8% - 15.9%
Category Average 10.3% 16.5% 13.8% -

Scheme Allocation

Holding
Sector
Asset
Nestle India
8.12%
Cipla
7.99%
Power Grid Corpn
7.75%
Britannia Inds.
7.48%
Hind. Unilever
7.22%
Others
61.44%
Food Products
15.6%
Power & Others
8.92%
Banks
6.54%
Automobiles
6%
Telecommunication Serv
3.35%
Others
59.59%
Equity
99.96%
Reverse Repos
0.37%
Net Curr Ass/Net Receivables
-0.33%
Others
0%

Fund House Details

SBI Mutual Fund

SBI Equity Minimum Variance – Direct Growth

Fund Manager
Raviprakash Sharma

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.

Advance Ratio

0.02 0.95 0.75 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

SBI Mutual Fund
AUM:
6,48,640.0 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

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"
The SBI Equity Minimum Variance – Direct Growth has delivered 15.9% since inception
The NAV of SBI Equity Minimum Variance – Direct Growth is ₹17.2 as of 25 November 2022.
The expense ratio of SBI Equity Minimum Variance – Direct Growth is 0.43 % as of 25 November 2022.
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”.
Invest Now