SBI Mutual Fundimage

SBI Equity Minimum Variance Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (29 Sep 25)

23.60

AUM (in Cr)

₹ 224.30

5 Years CAGR

% 17.57

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Equity Minimum Variance Fund
-1.09
-1.79
5.33
-11.10
14.15
17.57
Sectoral/Thematic
1.18
-1.42
9.35
-8.59
16.52
18.39

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

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
% 0.75
Benchmark
Nifty 50
AUM
₹ 224.30
Inception Date
02 Mar 2019
Turnover Ratio
% 46.00
Exit Load
For exit within 15 Days from the date of allotment - 0.50%. For exit after 15 Days from the date of allotment - Nil.
Asset Class
Equity
amc-logo

SBI Mutual Fund

Total AUM

₹ 1076363.82

No. of Schemes under this AMC

138

Phone

61793000

Email

partnerforlife@sbimf.com

Incorporation Date

6/29/1987

Address

9th Floor, Crescenzo,, C-38 & 39, G Block,, Bandra-Kurla Complex,

Mumbai - 400051

SBI Mutual Fundimage

SBI Equity Minimum Variance Fund

EquitySectoral/Thematic
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