FAQ : SBI Equity Minimum Variance Fund - Regular Plan - Growth

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(%) 31.24 20.61 N/A N/A
Average Rolling Returns(%) 20.59 19.92 N/A N/A

The Current NAV of SBI Equity Minimum Variance Fund - Regular Plan - Growth is ₹22.48.

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 likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

SBI Equity Minimum Variance Fund - Regular Plan - Growth fund’s expense ratio is 0.74%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Equity Minimum Variance Fund - Regular Plan - Growth is currently ₹180 Crores.

The Top three stocks are Dr. Reddys Lab, Britannia Inds and Hindustan Unilever and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 59% 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 58% 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 42.72 and PB ratio is 13.87

The asset allocation of SBI Equity Minimum Variance Fund - Regular Plan - Growth is Stocks : 100.02%, Debt : -0.03% 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

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