SBI Equity Minimum Variance Fund

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Growth

EquityThematic Fund

Small-size FundAssets Under Mgmt: ₹ 216 Cr

Very High RiskPrinciple investment will be at very high risk

23.500.10% (+0.02)

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EquityThematic Fund

Small-size FundAssets Under Mgmt: ₹ 216 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.41	44.97	0.51

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.39	47.89	0.70

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	0.50% 0.50% on or before 15D Nil after 15D

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 5,000 Initial: ₹ 5,000 Incremental: ₹ 1,000

BenchmarkBenchmark
NIFTY 50 - TRI

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from
EquityThematic Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI Equity Minimum Variance Fund	10.60%	14.85%	15.95%
ICICI Pru India Opp Fund	25.77%	28.23%	24.22%
HDFC Manufacturing Fund	—	—	—
Axis India Manufacturing Fund	37.50%	—	37.03%

Price Comparison

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SBI Equity Minimum Variance Fund

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AMC Profile

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

No.of Schemes
107
Total AUM
₹ 7,71,389.95 Cr.

Fund Manager Profile

Raviprakash Sharma

AUM: ₹13,048.81 Cr.

Exp: 12yrs

Qualification

B.Com,C.A., C.F.A(USA)

Past 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.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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SBI Equity Minimum Variance Fund