SBI Mutual Fundimage

SBI Equity Minimum Variance Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentIDCW-AnnualGrowth

Fund Overview

NAV (24 Aug 26)

23.92

AUM (in Cr)

₹ 215.10

5 Years CAGR

% 9.51

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Equity Minimum Variance Fund
0.33
0.65
-1.14
-0.29
8.44
9.51
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The investment objective of the scheme is to 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.

Expense Ratio
% 0.65
Benchmark
Nifty 50
AUM
₹ 215.10
Inception Date
-
Turnover Ratio
% 37.00
Exit Load
0.5% for redemption within 15 days
Asset Class
Equity
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