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

SBI Equity Minimum Variance IDCW Reinvest Direct Plan

NAV
₹26.2556
-0.00%
(31 Aug)
AUM
220 Cr
TER
0.41%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+83.3%
+83.1%
+83.1%
+83.1%
+38.0%
3Y
+43.8%
+43.7%
+43.7%
+43.7%
+18.9%
5Y
NA
+30.8%
+30.8%
+30.8%
+22.1%
ALL
+33.8%
+13.6%
+13.6%
+13.6%
+19.4%
VOL
23.3%
20.3%
20.3%
20.3%
16.1%
TER
0.4%
0.7%
0.7%
0.7%
0.4%
AUM
₹5,823 Cr
₹4,602 Cr
₹4,602 Cr
₹4,602 Cr
₹220 Cr
INFO
1.45
0.67
0.67
0.67
1.20
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 Reinvest (DR)
₹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 Jul
Top holdings
Hindustan Unilever Ltd
8.2%
Britannia Industries Ltd
8.1%
Tata Consultancy Services Ltd
7.7%
Nestle India Ltd
7.3%
Sun Pharmaceuticals Industries Ltd
7.0%
Dr Reddy's Laboratories Ltd
5.8%
Apollo Hospitals Enterprise Ltd
3.9%
Tata Consumer Products Ltd
3.9%
Cipla Ltd
3.6%
ITC Ltd
2.4%
Top industry exposure
Consumer Defensive
29.9%
Healthcare
21.8%
Technology
12.7%
Financial Services
10.7%
Consumer Cyclical
7.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
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