SBI Equity Minimum Variance Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.99
• Std Deviation 11.76%
• Tracking Error 0.00%

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.

The SBI Equity Minimum Variance Fund Regular Growth has an AUM of 228.86 crores & has delivered CAGR of 22.06% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 0.74%. The minimum investment in SBI Equity Minimum Variance Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Hindustan Unilever, Britannia Industries, Tata Consultancy Services & Nestle India.

The major sectors where the fund is invested are Food Processing, Biotechnology & Drugs, Software & Programming & Personal & Household Prods..

Some of the similar funds are SBI Equity Minimum Variance Fund Regular Growth, Taurus Ethical Fund - Growth Option, ICICI Prudential Quant Fund Regular Growth, Quant Commodities Fund Regular Growth, Samco Special Opportunities Fund Regular Growth. SBI Equity Minimum Variance Fund Regular Growth has a sharpe ratio of 0.99 & a standard deviation of 11.76%.