SBI Equity Minimum Variance Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
29.64%
3Y annualised
-0.51% 1D
1M
6M
1Y
3Y
All
NAV: 24 Mar 2023₹15.88
Min. SIP amountNot Supported
RatingNA
Fund size₹134.50Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.0%29.6%12.4%
Category averageNA2.0%32.0%NA
Rank with in categoryNA1616NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
Britannia Industries Ltd.Consumer StaplesEquity8.7%
Hindustan Unilever Ltd.Consumer StaplesEquity8.0%
Nestle India Ltd.Consumer StaplesEquity8.0%
Cipla Ltd.HealthcareEquity7.1%
Power Grid Corporation Of India Ltd.EnergyEquity7.0%
Tata Consultancy Services Ltd.TechnologyEquity6.6%
Dr. Reddy's Laboratories Ltd.HealthcareEquity6.4%
Sun Pharmaceutical Industries Ltd.HealthcareEquity4.8%
Bharti Airtel Ltd.CommunicationEquity3.2%
ITC Ltd.Consumer StaplesEquity1.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.84%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Mohit Jain
Mar 2019 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
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,

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