SBI Equity Minimum Variance Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to to provide long term capital appreciation by investingin a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfoliovolatility .However there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 2.31 5.03 8.10 16.97 14.81 13.62

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 1.73 15.01 12.58 2.01 4,696.27
Tata Ethical Fund Regular Plan - Growth May 24, 1996 3.28 21.48 12.38 2.23 1,463.48
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 13.13 16.49 7.36 2.22 1,233.19
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.88 19.69 10.72 2.52 679.08
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 3.50 16.18 6.91 2.50 673.34

Fund Holdings as on 30-November-2022

  • Britannia Industries Ltd.

  • Nestle India Ltd.

  • Cipla Ltd.

  • Power Grid Corporation of India Ltd.

  • Hindustan Unilever Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Tata Consultancy Services Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Bharti Airtel Ltd.

  • ITC Ltd.

  • SBI Life Insurance Company Ltd.

  • IndusInd Bank Ltd.

  • Axis Bank Ltd.

  • Titan Company Ltd.

  • NTPC Ltd.

  • HCL Technologies Ltd.

  • State Bank of India

  • Housing Development Finance Corporation Ltd.

  • JSW Steel Ltd.

  • UPL Ltd.

  • Infosys Ltd.

  • Hindalco Industries Ltd.

  • Reliance Industries Ltd.

  • Ultratech Cement Ltd.

  • Adani Enterprises Ltd.

  • HDFC Bank Ltd.

  • Larsen & Toubro Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Hero MotoCorp Ltd.

  • HDFC Life Insurance Company Ltd.

  • ICICI Bank Ltd.

  • Tata Motors Ltd.

  • Tata Steel Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Coal India Ltd.

  • Kotak Mahindra Bank Ltd.

  • Tech Mahindra Ltd.

  • Bajaj Auto Ltd.

  • Grasim Industries Ltd.

  • Wipro Ltd.

  • Mahindra & Mahindra Ltd.

  • Tata Consumer Products Ltd.

  • Maruti Suzuki India Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Bajaj Finserv Ltd.

  • Asian Paints Ltd.

  • Eicher Motors Ltd.

  • Divi's Laboratories Ltd.

  • Bajaj Finance Ltd.

  • TREPS

  • Margin amount for Derivative positions

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Consumer Food

  • Power Generation/Distribution

  • IT - Software

  • Household & Personal Products

  • Bank - Private

  • Telecommunication - Service Provider

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Insurance

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Refineries

  • Diamond & Jewellery

  • Mining & Minerals

  • Bank - Public

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Diversified

  • Hospital & Healthcare Services

  • Automobiles-Trucks/Lcv

  • Finance - Investment

  • Port

  • Finance - NBFC

  • Tea/Coffee

  • Trading

  • Oil Exploration

  • Paints

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About SBI Equity Minimum Variance Fund

Scheme Analysis

SBI Equity Minimum Variance Fund is a Equity - Thematic Fund - Other fund and belongs to SBI Mutual Fund. It was launched on 19-Mar-2019 and currently has an AUM of ₹139.03 crore. SBI Equity Minimum Variance Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of SBI Equity Minimum Variance Fund ended down ₹-0.03(-0.2%)yesterday to ₹17.1215.

Among its top 3 holdings the fund has exposure to Britannia Industries Ltd., and

The SBI Equity Minimum Variance Fund is managed by Raviprakash Sharma .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com