SBI Equity Minimum Variance Fund - Regular Plan - Growth
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Category: Equity: Thematic-Others
Launch Date: 02-03-2019
Riskometer: Very High
NAV as on 08-09-2025
₹ 23.9598
₹
-0.06
(
-0.2458%)
CAGR Since Inception
14.59%
NIFTY 50 TRI 13.8%
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Mr. Raviprakash Sharma, Mr. Pradeep Kesavan,
Investment Objective
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.
Benchmark
NIFTY 50 TRI
Expense Ratio
0.75% As on (31-07-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
223.84 Cr As on (31-07-2025)
PERFORMANCE of SBI Equity Minimum Variance Fund - Regular Plan - Growth
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of SBI Equity Minimum Variance Fund - Regular Plan - Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
SBI Equity Minimum Variance Fund - Regular Plan - Growth
