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(%) | 38.27 | 19.38 | 17.69 | N/A |
Average Rolling Returns(%) | 21.77 | 20.46 | N/A | N/A |
The Current NAV of SBI Equity Minimum Variance Fund - Growth - Direct Plan is ₹22.15.
It is better to invest in a fund with a longer track record as SBI Equity Minimum Variance Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 - TRI , 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 ₹190 Crores.
The Top three stocks are Nestle, Dr. Reddys Lab and Hindustan Unilever and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 58% of fund’s portfolio respectively.
Top three sectors of SBI Equity Minimum Variance Fund - Growth - Direct Plan fund are FMCG, Healthcare and IT accounting for 60% 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.
Raviprakash Sharma manages the SBI Equity Minimum Variance Fund - Growth - Direct Plan Fund.
SBI Equity Minimum Variance Fund - Growth - Direct Plan current PE ratio is 44.53 and PB ratio is 15.05
The asset allocation of SBI Equity Minimum Variance Fund - Growth - Direct Plan is Stocks : 99.99%, Debt : 0.02% 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