Overview (as on 17 May 2021)

NAV

₹13.8714

1y returns

62.095%

Fund AUM

₹84 Cr

Expense Ratio

0.72%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Defensive
21.94%
Health
17.80%
Tech
14.30%
Financial Services
10.89%
Basic Materials
10.18%
Utilities
8.04%
Consumer
6.65%
Energy
4.92%
Communication
3.33%
Industrials
1.94%
Size Breakup
Large Cap
100.00%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
Scheme Name
SBI Equity Minimum Variance Fund Regular Growth
Scheme Document
Exit Load

For 0 - 15 Days: 0.5%

After 15 Days : 0%

Plan Started
19 March, 2019
Fund Manager
Raviprakash Sharma
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
partnerforlife@sbimf.com
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),

Peer Funds

SBI Equity Minimum Variance Fund Regular Growth

NAV

₹13.8714

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Raviprakash Sharma
Raviprakash Sharma

leader

Qualifications
B. Com, C.A., C.F.A (USA)
Work Experience
"Mr. Sharma has over 12 years experience in Indian capital markets in various capacities including Portfolio Management and Dealing in equity shares on behalf of clients. Experience in last 10 years. From April 2007-Jan 2011- as Sr. Manager - Portfolio Management Services with HDFC Asset Management Co. Ltd. From July 2006- April 2007 as financial advisor with Citigroup Wealth Advisors India Pvt. Ltd. From Dec 2004- July 2006- as AVP - Non Discretionary PMS with Kotak Securities Ltd. From Nov 2003- Nov 2004- as AVP- Fixed Income Group with Times Investors Services Pvt. Ltd., Mumbai. From Nov 1999- Nov 2003- as Manager- Fixed Income Group with Birla Sunlife Securities Ltd."

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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]