SBI Equity Minimum Variance Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Equity Minimum Variance Growth Direct Plan

NAV
₹25.4895
-0.21%
(21 Nov)
AUM
229 Cr
TER
0.42%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+18.1%
+12.5%
+12.2%
+10.5%
+8.9%
3Y
+29.8%
+31.3%
+30.8%
+30.9%
+14.5%
5Y
NA
+31.3%
+32.9%
+27.0%
+16.8%
ALL
+28.7%
+17.2%
+12.4%
+18.3%
+15.1%
VOL
14.5%
19.6%
20.1%
16.2%
15.4%
TER
1.0%
0.9%
0.8%
0.5%
0.4%
AUM
₹3,018 Cr
₹1,466 Cr
₹5,714 Cr
₹8,189 Cr
₹229 Cr
INFO
1.98
0.87
0.62
1.13
0.98
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Equity Minimum Variance (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Nestle India Ltd
8.5%
ITC Ltd
8.0%
Hindustan Unilever Ltd
7.5%
Sun Pharmaceuticals Industries Ltd
7.4%
Cipla Ltd
5.3%
Tata Consumer Products Ltd
4.5%
Asian Paints Ltd
4.4%
ICICI Bank Ltd
3.6%
Bharti Airtel Ltd
3.1%
HDFC Bank Ltd
3.1%
Top industry exposure
Consumer Defensive
28.5%
Healthcare
17.8%
Financial Services
16.6%
Basic Materials
9.4%
Consumer Cyclical
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
49%
Lock-in period
-
Exit load
• 0.5% for redemption within 15 days
Fund objective
The investment objective of the scheme is 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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
Raviprakash Sharma
Pradeep Kesavan

FAQs