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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
Fund info
NAV (as on 2025-07-18)
23.89 -0.38%
AUM (Fund Size)
52
Expense Ratio
N/A
Exit load
N/A
Risk
N/A
AMC
SBI Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,001.16
0.12 %
Two Week 2025-07-03 ₹1,000.00 ₹995.62
-0.44 %
One Month 2025-06-18 ₹1,000.00 ₹1,016.16
1.62 %
Three Months 2025-04-21 ₹3,000.00 ₹3,053.13
1.77 %
Six Months 2025-01-20 ₹6,000.00 ₹6,248.70
4.15 %
One Year 2024-07-18 ₹12,000.00 ₹12,146.58
1.22 %
Three Year 2022-07-19 ₹36,000.00 ₹43,358.35
20.44 %
Five Year 2020-07-20 ₹60,000.00 ₹85,465.89
42.44 %
Since Inception 2019-03-02 ₹78,000.00 ₹128,519.64
64.77 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 77%
Debt 0%
Others 0%

Sectors Holding in SBI Equity Minimum Variance Fund - Regular Plan - Growth

Food Products
8%
Diversified FMCG
12%
Pharmaceuticals & Biotechnology
14%
IT - Software
9%
Banks
10%
Telecom - Services
2%
Agricultural Food & Other Products
2%
Healthcare Services
2%
Consumer Durables
2%
Insurance
2%
Aerospace & Defense
1%
Finance
1%
Transport Infrastructure
1%
Retailing
2%
Automobiles
5%
Petroleum Products
1%
Metals & Minerals Trading
1%
Construction
1%
Ferrous Metals
1%
Power
0%
Consumable Fuels
0%
Cement & Cement Products
0%
Oil
0%
Non - Ferrous Metals
0%
Other
0%

Companies Holding in SBI Equity Minimum Variance Fund - Regular Plan - Growth

Nestle India Ltd.
8.14%
Hindustan Unilever Ltd.
7.95%
Sun Pharmaceutical Industries Ltd.
7.40%
ITC Ltd.
5.71%
Tata Consultancy Services Ltd.
5.39%
Dr. Reddy's Laboratories Ltd.
4.35%
ICICI Bank Ltd.
3.61%
Cipla Ltd.
3.55%
Tech Mahindra Ltd.
3.01%
Bharti Airtel Ltd.
2.91%
Tata Consumer Products Ltd.
2.81%
Kotak Mahindra Bank Ltd.
2.24%
HDFC Bank Ltd.
2.19%
Apollo Hospitals Enterprise Ltd.
2.13%
Asian Paints Ltd.
1.69%
HCL Technologies Ltd.
1.68%
SBI Life Insurance Co. Ltd.
1.28%
HDFC Life Insurance Company Ltd.
1.26%
Bharat Electronics Ltd.
1.22%
Jio Financial Services Ltd.
1.20%
IndusInd Bank Ltd.
1.20%
Adani Ports And Special Economic Zone Ltd.
1.16%
Eternal Ltd.
1.13%
Titan Company Ltd.
1.11%
Hero MotoCorp Ltd.
1.11%
Mahindra & Mahindra Ltd.
1.07%
Reliance Industries Ltd.
1.07%
Bajaj Auto Ltd.
1.05%
Adani Enterprises Ltd.
1.04%
Axis Bank Ltd.
1.03%
Maruti Suzuki India Ltd.
1.02%
Tata Motors Ltd.
1.02%
Trent Ltd.
1.01%
State Bank Of India
1.01%
Larsen & Toubro Ltd.
1.01%
Tata Steel Ltd.
1.00%
Bajaj Finance Ltd.
0.98%
Bajaj Finserv Ltd.
0.96%
Power Grid Corporation Of India Ltd.
0.95%
Coal India Ltd.
0.95%
Eicher Motors Ltd.
0.95%
Infosys Ltd.
0.95%
Grasim Industries Ltd.
0.93%
Shriram Finance Ltd.
0.93%
Ultratech Cement Ltd.
0.93%
Oil & Natural Gas Corporation Ltd.
0.93%
Wipro Ltd.
0.91%
JSW Steel Ltd.
0.89%
NTPC Ltd.
0.89%
Hindalco Industries Ltd.
0.89%
TREPS
0.13%
Net Receivable / Payable
0.07%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Raviprakash Sharma
over 24 years Experience
Mr. Pradeep Kesavan
over 18 years Experience

FAQs

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