SBI Equity Minimum Variance Fund - Regular Plan - Growth
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
Fund0.81%
Cat. Avg.N/A
2Y
Fund-0.91%
Cat. Avg.N/A
3Y
Fund8.67%
Cat. Avg.N/A
5Y
Fund10.66%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund12.84%
Cat. Avg.N/A
Fund Facts
Beta
1.05
Std Dev
12.90%
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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Market Cap
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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 Aug, 25 | 60000 | 60686 | +1.1% | +2.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.6% | +1.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.90 L. | +5.8% | +3.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.70 L. | +23.4% | +8.5% |
| SI | 08 Apr, 19 | 4.40 L. | 6.85 L. | +55.7% | +12.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +0.8% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 97983 | -2.0% | -1.0% |
| 3Y | 20 Jul, 23 | 1 L. | 1.28 L. | +28.3% | +8.7% |
| 5Y | 20 Jul, 21 | 1 L. | 1.66 L. | +65.9% | +10.7% |
| SI | 27 Mar, 19 | 1 L. | 2.42 L. | +142.2% | +12.9% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.