SBI EQUITY MINIMUM VARIANCE FUND - REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Thematic
6M returns
14.78 %
Current NAV
25.52
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Min. SIP
5000
AUM
₹ 236.8 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Britannia Industries8.2 %
Hindustan Unilever8.0 %
Nestle India7.9 %
Sun Pharmaceutical Industries6.7 %
Tata Consultancy5.5 %
Apollo Hospitals Enterprise5.2 %

Fund Manager

RS
Raviprakash Sharma
MJ
Mohit Jain
PK
Pradeep Kesavan

Fund Information

Launched
28 Mar 2019(5 years ago)
Expense ratio0.74%
Exit LoadExit load of 0.5% if redeemed within 15 days.
Benchmark index
NIFTY 50 TRI100%

Fund Objective

The scheme seeks 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.

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