SBI Equity Minimum Variance Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.55
• Std Deviation 12.96%
• 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 222.61 crores & has delivered CAGR of 16.56% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 0.75%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Nestle India, ITC, Hindustan Unilever & Sun Pharmaceutical Industries.

The major sectors where the fund is invested are Biotechnology & Drugs, Food Processing, Regional Banks & Tobacco.

Some of the similar funds are SBI Equity Minimum Variance Fund Regular Growth, Taurus Ethical Fund - Growth Option, Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF Reg Growth, Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Reg Growth, Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund Regular Growth. SBI Equity Minimum Variance Fund Regular Growth has a sharpe ratio of 0.55 & a standard deviation of 12.96%.