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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 10.8% | 18.8% | - | 15.9% | ||||
| Category Average | 10.3% | 16.5% | 13.8% | - |
Scheme Allocation
Holding
Sector
Asset
Nestle India
Cipla
Power Grid Corpn
Britannia Inds.
Hind. Unilever
Others
Fund House Details
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
-
Equity | Sectoral / Thematic Mutual Funds-5.2%31.8%25.9%1Y3Y5Y -
Equity | Sectoral / Thematic Mutual Funds1.5%25.2%13.6%1Y3Y5Y
-
-
Equity | Sectoral / Thematic Mutual Funds | 3
16.2%22.2%13.8%1Y3Y5Y -
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”.
