SBI Equity Minimum Variance Fund - Regular Plan - Growth
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 02-03-2019
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY 50 TRI
Total Assets: 209.22 As on (31-03-2025)
Expense Ratio: 0.74% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit load of 0.5% if redeemed within 15 days.
NAV as on 25-04-2025
23.1736
-0.2071
CAGR Since Inception
14.91%
NIFTY 50 TRI 13.88%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 3.8 | 14.81 | 22.42 | - | 14.91 |
| NIFTY 50 TRI | 9.58 | 13.48 | 22.9 | 12.67 | 13.88 |
| Equity: Thematic-Others | 4.61 | 16.68 | 27.39 | 13.25 | 8.35 |
Funds Manager
Raviprakash Sharma, Pradeep Kesavan
RETURNS CALCULATORS for SBI Equity Minimum Variance Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Equity Minimum Variance Fund - Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Equity Minimum Variance Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Reg Gr | 02-03-2019 | 3.8 | 17.97 | 14.81 | 22.42 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 16.56 | 25.72 | 17.49 | 28.51 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 13.86 | 28.11 | 19.85 | 28.12 | 13.96 |
| ICICI Prudential Innovation Fund Gr | 05-04-2023 | 13.54 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 12.45 | 30.75 | 23.17 | 34.56 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 11.07 | 22.99 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund Reg Gr | 31-10-2019 | 10.98 | 27.02 | 17.48 | 27.98 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 9.89 | 38.97 | 29.28 | 32.61 | 15.46 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 9.88 | 29.04 | 20.78 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 9.71 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Equity Minimum Variance Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 11.9 | 0.45 | 1.41 | 1.0 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |