SBI Mutual Fundimage

SBI Equity Minimum Variance Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (19 Nov 24)

₹ 22.98

AUM (in Cr)

₹ 219.26

5 Years CAGR

% 17.75

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Equity Minimum Variance Fund
-8.41
-8.25
3.16
17.07
13.57
17.75
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The investment objective of the scheme is to 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.

Expense Ratio
% 0.74
Benchmark
Nifty 50
AUM
₹ 219.26
Inception Date
02 Mar 2019
Turnover Ratio
% 41.00
Exit Load
For exit within 15 Days from the date of allotment - 0.50%. For exit after 15 Days from the date of allotment - Nil.
Asset Class
Equity
amc-logo

SBI Mutual Fund

Total AUM

₹ 1100886.17

No. of Schemes under this AMC

136

Phone

61793000

Email

partnerforlife@sbimf.com

Incorporation Date

6/29/1987

Address

9th Floor, Crescenzo,, C-38 & 39, G Block,, Bandra-Kurla Complex,

Mumbai - 400051

Back
SBI Mutual Fundimage

SBI Equity Minimum Variance Fund

EquitySectoral/Thematic
Connect with an
Expertquotes
Personalized investment strategies from leading expertsSchedule Meeting