SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 0.75
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 50 TRI
Inception: 02-03-2019
Exit Load: Nil
Fund Size:₹221.96 Cr
Performance
1Y
Fund-7.93%
Cat. Avg.N/A
2Y
Fund-5.72%
Cat. Avg.N/A
3Y
Fund5.67%
Cat. Avg.N/A
5Y
Fund6.56%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund11.45%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Nestle India Ltd. | 18.05 | 8.63% |
| 2 | Sun Pharmaceutical Industries Ltd. | 16.83 | 8.04% |
| 3 | Hindustan Unilever Ltd. | 15.70 | 7.50% |
| 4 | ITC Ltd. | 12.82 | 6.12% |
| 5 | Tata Consumer Products Ltd. | 12.51 | 5.98% |
| 6 | Cipla Ltd. | 11.50 | 5.49% |
| 7 | Apollo Hospitals Enterprise Ltd. | 7.52 | 3.59% |
| 8 | Dr. Reddy's Laboratories Ltd. | 7.17 | 3.43% |
| 9 | ICICI Bank Ltd. | 5.77 | 2.76% |
| 10 | Asian Paints Ltd. | 5.65 | 2.70% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57125 | -4.8% | -9.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -3.9% | -4.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.75 L. | -2.7% | -1.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.40 L. | +13.3% | +5.0% |
| SI | 08 Apr, 19 | 4.55 L. | 6.56 L. | +44.3% | +9.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 92071 | -7.9% | -7.9% |
| 2Y | 16 Oct, 24 | 1 L. | 88890 | -11.1% | -5.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.18 L. | +18.0% | +5.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.37 L. | +37.2% | +6.5% |
| SI | 27 Mar, 19 | 1 L. | 2.27 L. | +127.0% | +11.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.