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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
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 (31-10-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
229.45 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for SBI Equity Minimum Variance Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
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 | 11.9 | 0.58 | -0.6 | 1.05 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 28.53 |
| Healthcare | 17.77 |
| Financial Services | 16.65 |
| Information Technology | 6.7 |
| Consumer Durables | 5.43 |
| Automobile and Auto Components | 4.84 |
| Metals & Mining | 4.07 |
| Telecommunication | 3.09 |
| Oil, Gas & Consumable Fuels | 3.03 |
| Services | 1.96 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| Nestle India Ltd | 8.47 |
| ITC LIMITED EQ NEW FV RE.1/- | 8.04 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 7.53 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 7.36 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 5.27 |
| TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/- | 4.49 |
| ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- | 4.36 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.61 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.09 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.09 |