SBI Equity Minimum Variance Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 19 March, 2019. The fund is managed by Raviprakash Sharma, Mohit Jain. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.42% |
Benchmark | IISL Nifty 50 TR INR |
AUM | ₹190 Cr |
Inception Date | 19 March, 2019 |
Min Lumpsum/SIP | ₹5000/-- |
Exit Load | 0.5% |
Lock In | No Lock-in |
TurnOver | 37.3% |
Size breakup
SBI Equity Minimum Variance Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | -0.8% | -0.8% |
6 Month Returns | 16.69% | 16.69% |
1 Year Returns | 33.46% | 33.46% |
3 Years Returns | 67.31% | 18.71% |
5 Years Returns | 119.9% | 17.07% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Equity Minimum Variance Fund Direct Payout Inc Dist cum Cap Wdrl | 8.47 | 3.97 | 3.63 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Equity Minimum Variance Fund Direct Payout Inc Dist cum Cap Wdrl | 0.89 | 0.86 | 0.82 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Equity Minimum Variance Fund Direct Payout Inc Dist cum Cap Wdrl | 2.65 | 1.11 | 0.78 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Equity Minimum Variance Fund Direct Payout Inc Dist cum Cap Wdrl | 9.99 | 12.02 | 16.04 |