SBI Equity Minimum Variance Fund - Regular Plan - Growth
Category: Equity: Thematic-Others
Launch Date: 02-03-2019
AUM:
₹ 209.22 Cr
Expense Ratio
0.74%
Benchmark
NIFTY 50 TRI
ISIN
INF200KA1A48
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Raviprakash Sharma, Pradeep Kesavan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 5.01 | 14.54 | 20.85 |
| NIFTY 50 TRI | 9.01 | 13.78 | 21.18 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
23.3243
Last change
0.03 (0.1256%)
Fund Size (AUM)
₹ 209.22 Cr
Performance
15.0% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks 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.
Fund Manager
Raviprakash Sharma, Pradeep Kesavan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Nestle India Ltd | 8.61 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 8.02 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 7.77 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 7.2 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 5.54 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 5.49 |
| Dr. Reddys Laboratories Ltd | 4.71 |
| ITC LIMITED EQ NEW FV RE.1/- | 3.56 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 2.91 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 1.99 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 28.52 |
| Healthcare | 20.88 |
| Financial Services | 13.3 |
| Information Technology | 11.13 |
| Automobile and Auto Components | 5.7 |
| Metals & Mining | 4.54 |
| Oil, Gas & Consumable Fuels | 4.19 |
| Construction Materials | 2.11 |
| Power | 2.08 |
| Consumer Durables | 2.0 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI Equity Minimum Variance Fund Reg Gr | 20.85 |
| Sundaram Services Reg Gr | 26.9 |
| ICICI Pru India Opportunities Cum | 32.91 |
| ICICI Pru Exports & Services Gr | 26.99 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Kotak Pioneer Fund Reg Gr | 26.61 |
| Franklin India Opportunities Gr | 31.33 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |