SBI Equity Minimum Variance Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 28.71 | 17.38 | 18.55 | N/A |
Average Rolling Returns(%) | 22.05 | 19.80 | 17.21 | N/A |
The Current NAV of SBI Equity Minimum Variance Fund - Regular Plan - Growth is ₹25.07.
It is better to invest in a fund with a longer track record as SBI Equity Minimum Variance Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
SBI Equity Minimum Variance Fund - Regular Plan - Growth fund’s expense ratio is 0.74%
The process for redemption is
The AUM of SBI Equity Minimum Variance Fund - Regular Plan - Growth is currently ₹202 Crores.
The Top three stocks are Britannia Inds, Hindustan Unilever and Dr. Reddys Lab and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 57% of fund’s portfolio respectively.
Top three sectors of SBI Equity Minimum Variance Fund - Regular Plan - Growth fund are FMCG, Healthcare and IT 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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Raviprakash Sharma manages the SBI Equity Minimum Variance Fund - Regular Plan - Growth Fund.
SBI Equity Minimum Variance Fund - Regular Plan - Growth current PE ratio is 45.77 and PB ratio is 14.23
The asset allocation of SBI Equity Minimum Variance Fund - Regular Plan - Growth is Stocks : 99.94%, Debt : 0.07% and Gold : 0%
The minimum SIP amount for SBI Equity Minimum Variance Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Equity Minimum Variance Fund - Regular Plan - Growth is 0.50% on or before 15 days, Nil after 15 days