SBI Equity Minimum Variance Fund Direct Growth-0.65%

9.22%
1 Year Return
Equity
Thematic
6M
1Y
All

Fund Details

SBI Equity Minimum Variance Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio0.33%
NAV10.95 (26 Oct 2020)
Fund Started02 Mar 2019
Fund Size54 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Equity Minimum Variance Fund Direct Growth
9.2%
NA
NA
6.3%
Category Average
2.6%
0.9%
6.0%
-
Rank within category
7
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 9.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Britannia Industries Ltd.FMCGEquity7.9%
    Nestle India Ltd.FMCGEquity7.9%
    Power Grid Corporation of India Ltd.EnergyEquity7.7%
    Hindustan Unilever Ltd.FMCGEquity7.6%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity7.0%
    Wipro Ltd.TechnologyEquity5.9%
    Cipla Ltd.HealthcareEquity5.9%
    Tata Consultancy Services Ltd.TechnologyEquity3.1%
    Reliance Industries Ltd.EnergyEquity3.0%
    Tech Mahindra Ltd.TechnologyEquity1.6%
    See All

    SBI Equity Minimum Variance Fund Direct Growth Details

    SBI Equity Minimum Variance Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 02 Mar 2019. Raviprakash Sharma is the Current Fund Manager of SBI Equity Minimum Variance Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹54 Cr and the Latest NAV as of 26 Oct 2020 is ₹10.95.

    The SBI Equity Minimum Variance Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The scheme seeks 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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

    Compare Funds

    SBI Equity Minimum Variance Fund Direct Growth
    VS
    search

    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available