SBI Equity Minimum Variance Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 10.18 | 10.31 | N/A |
| Average Rolling Returns(%) | 18.28 | 17.52 | 17.90 | N/A |
The Current NAV of SBI Equity Minimum Variance Fund - Growth - Direct Plan is ₹24.27.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
SBI Equity Minimum Variance Fund - Growth - Direct Plan fund’s expense ratio is 0.42%
The process for redemption is
The AUM of SBI Equity Minimum Variance Fund - Growth - Direct Plan is currently ₹193 Crores.
The Top three stocks are Sun Pharma Inds., Nestle and Hindustan Unilever and account for 25% of its portfolio. Top 5 and 10 stocks of fund account for 37% and 54% of fund’s portfolio respectively.
Top three sectors of SBI Equity Minimum Variance Fund - Growth - Direct Plan fund are FMCG, Healthcare and BFSI accounting for 59% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Equity Minimum Variance Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Sukanya Ghosh manages the SBI Equity Minimum Variance Fund - Growth - Direct Plan Fund.
SBI Equity Minimum Variance Fund - Growth - Direct Plan current PE ratio is 35.70 and PB ratio is 8.69
The asset allocation of SBI Equity Minimum Variance Fund - Growth - Direct Plan is Stocks : 98.17%, Debt : 1.81% and Gold : 0%
The minimum SIP amount for SBI Equity Minimum Variance Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Equity Minimum Variance Fund - Growth - Direct Plan is 0.50% on or before 15 days, Nil after 15 days
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