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Business News/Market/Market Stats/    SBI Equity Minimum Variance Fund Regular Growth

SBI Equity Minimum Variance Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
23.78 +0.01 (0.06%) NAV as on 16 May, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)216.84
  • CAGR 6.45%
  • Exit Load0.50%
  • Expense ratio0.74%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2019-03-19

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 17 May 2025

  • Name
  • Value (Cr)
  • Holding %
  • Itc
  • 12.71
  • 5.86%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.58
  • Std Deviation 14.27%
  • Tracking Error 0.00%

About Fund

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 216.84 crores & has delivered CAGR of 22.68% 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 Medium & Exceptional respectively.

 

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

 

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

 

Some of the similar funds are SBI Equity Minimum Variance Fund Regular Growth, Taurus Ethical Fund - Growth Option, WhiteOak Capital Quality Equity Fund Regular Growth, Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF Reg Growth, Shriram Multi Sector Rotation Fund Regular Growth. SBI Equity Minimum Variance Fund Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 14.27%.

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FAQs about SBI Equity Minimum Variance Fund Regular Growth

According to the morning star rating SBI Equity Minimum Variance Fund Regular Growth has a Medium risk & Exceptional return.
SBI Equity Minimum Variance Fund Regular Growth is managed by Raviprakash Sharma,Pradeep Kesavan.
The expense ratio of SBI Equity Minimum Variance Fund Regular Growth is 0.74%.
The 5 year annualized return on SBI Equity Minimum Variance Fund Regular Growth is 22.68% & it has generated 6.45% in the last 1 year.
The minimum investment in SBI Equity Minimum Variance Fund Regular Growth is 5000 Rs.
SBI Equity Minimum Variance Fund Regular Growth has an AUM of 216.84 crores.
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