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

SBI Equity Minimum Variance IDCW Payout Direct Plan

NAV
₹23.3278
+0.30%
(18 Mar)
AUM
216 Cr
TER
0.41%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+25.2%
+25.2%
+25.2%
+22.8%
+3.9%
3Y
+33.0%
+33.0%
+33.0%
+30.5%
+12.7%
5Y
+27.9%
+27.9%
+27.9%
+26.0%
+12.4%
ALL
+12.2%
+12.2%
+12.2%
+16.1%
+12.9%
VOL
20.0%
20.0%
20.0%
20.1%
15.2%
TER
0.8%
0.8%
0.8%
0.9%
0.4%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹216 Cr
INFO
0.61
0.61
0.61
0.80
0.85
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 IDCW Payout (DP)
₹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 28th Feb
Top holdings
Nestle India Ltd
8.3%
Hindustan Unilever Ltd
8.2%
Sun Pharmaceuticals Industries Ltd
7.8%
ITC Ltd
7.4%
Cipla Ltd
5.0%
Tata Consumer Products Ltd
5.0%
Apollo Hospitals Enterprise Ltd
3.5%
ICICI Bank Ltd
3.3%
HDFC Bank Ltd
3.2%
Asian Paints Ltd
2.4%
Top industry exposure
Consumer Defensive
29.0%
Healthcare
19.4%
Financial Services
17.3%
Consumer Cyclical
8.0%
Basic Materials
7.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
47%
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)
Sukanya Ghosh

FAQs