SBI Equity Minimum Variance Fund Regular-Growth
Equity
Thematic-Other
₹0.28% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹208 Cr
- Created on2 March 2019
Fund Ranking
#14
/ 19 in Thematic-Other
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month3.0%
- 1 Year-3.4%
- 3 Year (CAGR)6.7%
- All Time (CAGR)11.9%
Category Return
- 6 Month12.1%
- 1 Year4.3%
- 3 Year (CAGR)13.7%
- All Time (CAGR)14.7%
Asset Allocation
- Equity99.1%
- Other0.9%
Top 5 Holdings
Top 5 Sectors
- Adani Enterprises1.51%
- Apollo Hospitals Enterprise3.59%
- Asian Paints2.70%
- Bajaj Finance1.11%
- Bharat Electronics0.89%
Fund Information
- Expense Ratio0.87%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.25 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 14.51 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -2.46 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.89