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NAV as of ( Sep 09, 2022 )
₹ 16.65 0.08 % 1-D Change
You get upto 0.4% extra returns
ET Money Rank
Not yet ranked
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||Not yet ranked|
|Expense ratio||0.31% As on Oct 31, 2021|
|AUM (Fund Size)||₹ 132 Crs|
|Age||3 yrs 6 m Since Mar 02, 2019|
|Benchmark||Nifty 50 Total Return|
SIP ₹ 500 &
Lumpsum ₹ 5000
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You would have earned ₹ 1,001 more by investing in ET Money Direct Plan
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Large Cap 100.18%
Mid Cap 0%
Small Cap 0%
Other Cap 0%
Consumer Staples 26.16%
Bifurcation by Holding is not available for this fund
Bifurcation by Credit Quality is not available for this fund
Index Derivatives 0.74%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Edelweiss Recently Listed IPO Fund||28.41%|
|ICICI Prudential India Opportunities Fund||28.39%|
|SBI Magnum COMMA Fund||27.85%|
|Sundaram Services Fund||27.73%|
|Tata Ethical Fund||25.08%|
|UTI Transportation and Logistics Fund||24.37%|
|ICICI Prudential Exports and Services Fund||20.93%|
|L&T Business Cycles Fund||21.69%|
|ICICI Prudential FMCG Fund||18.18%|
|Nippon India Quant Fund||20.95%|
|SBI Equity Minimum Variance Fund||19.96%|
Sign-up for free to compare fund with thematic funds
|Period||Trailing returns||Category average||Rank within category|
|1 month||0.71%||2.73%||27 / 31|
|3 months||12.66%||15.14%||27 / 31|
|6 months||9.2%||9.42%||15 / 30|
|1 year||2.94%||6.01%||15 / 27|
|3 years||19.96%||22.81%||13 / 16|
Know in detail about the returns of this fund See detailed Return Analysis
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
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.
Mr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA).
Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.
As on Jun 30, 2022
The SBI Equity Minimum Variance Fund is a 3 yrs 6 m old fund and has delivered average annual returns of 15.66% since inception.
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of SBI Equity Minimum Variance Fund for Sep 09, 2022 is 16.65 .
On ET Money, Investing in SBI Equity Minimum Variance Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of SBI Equity Minimum Variance Fund is 0.31%. .
Redeeming your investments in SBI Equity Minimum Variance Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in SBI Equity Minimum Variance Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of SBI Equity Minimum Variance Fund is ₹132 Crs.
The SBI Equity Minimum Variance Fund has invested the majority of its money in the stocks of the following companies -
|Company||Percentage of Portfolio|
|Hindustan Unilever Ltd.||8.31%|
|Nestle India Ltd.||7.98%|
|Power Grid Corpn. Of India Ltd.||7.9%|
|Britannia Industries Ltd.||7.46%|
|Tata Consultancy Services Ltd.||6.91%|
|Sun Pharmaceutical Inds. Ltd.||3.88%|
|Bharti Airtel Ltd.||3.07%|
|Dr. Reddy's Laboratories Ltd.||2.36%|
|SBI Life Insurance Company Ltd.||1.67%|
The SBI Equity Minimum Variance Fund has primarily invested in the following sectors
|Sector||Percentage of Portfolio|
|Metals & Mining||3.29%|