SBI Equity Minimum Variance Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Equity Minimum Variance Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹215 Cr
N/A
0.82
For exit within 15 Days from the date of allotment - 0.50%.For exit after 15 Days from the date of allotment - Nil.
Nifty 50 Total Returns Index
SBI Equity Minimum Variance Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.19 | -0.51 | 17.58 |
| 6M | -0.85 | 1.41 | 71.97 |
| 1Y | 1.84 | 4.02 | 145.75 |
| 3Y | 8.69 | 11.44 | 309.89 |
Portfolio Analysis
- Equity: 98.72%
- Debt: 1.28%
- Others
About Fund SBI Equity Minimum Variance Fund Growth
SBI Equity Minimum Variance Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹215 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 0.82. Under the expert guidance of Sukanya Ghosh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Sukanya Ghosh
Ms. Sukanya Ghosh is a Commerce Graduate and holds a CA degree. Prior to this, she had worked as Asst. Manager-Product Development with ABN AMRO AMC and with Birla Sun Life AMC and in the intercompany team of ABN AMRO Central Enterprises Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI MNC Fund Growth | 1 | 6,481 CR | 1.99 |
| HDFC MNC Fund Growth | 3 | 552 CR | 3.02 |
| SBI Equity Minimum Variance Fund Growth | 0 | 215 CR | 0.82 |
| HDFC Defence Fund Growth | 5 | 10,709 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 947 CR | 2.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI MNC Fund Growth | 18.0166 | 27.0452 |
| This FundHDFC MNC Fund Growth | 8.8611 | 27.1859 |
| This FundSBI Equity Minimum Variance Fund Growth | 1.8417 | 28.4115 |
| This FundHDFC Defence Fund Growth | 30.4322 | 174.1609 |
| This FundNippon India Taiwan Equity Fund Growth | 142.4146 | 293.2914 |
SBI Equity Minimum Variance Fund Growth FAQs
- 1 Month : 0.19%
- 6 Months : -0.85%
- 1 Year : 1.84%
- 3 Years : 8.69%
