SBI Equity Minimum Variance Fund - Direct Plan has delivered 85.65% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #31 in its category based on 5-year returns.
The largest portfolio holding is SUN PHARMACEUTICAL INDUSTRIES LTD with a portfolio weight of 8.30% .
The fund currently owns more than 52 stocks.
The top 10 holdings account for 57.47% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.54% | -0.11% |
| 2 Year Return | 20.89% | 12.90% |
| 3 Year Return | 49.03% | 41.33% |
| 4 Year Return | 115.01% | 59.19% |
| 5 Year Return | 132.37% | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.36% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
8.30%
|
|
| 2 | Food Processing & Packaging |
8.14%
|
|
| 3 | Health Care |
8.03%
|
|
| 4 | Consumer Staples |
5.95%
|
|
| 5 | Consumer Staples |
5.26%
|
|
| 6 | Consumer Staples |
5.00%
|
|
| 7 | Health Care |
4.84%
|
|
| 8 | Information Technology |
4.55%
|
|
| 9 | Materials |
4.37%
|
|
| 10 | Pharmaceuticals |
3.03%
|
|
| 11 | Communication Services |
2.01%
|
|
| 12 | Materials |
1.46%
|
AMC: SBI
Category: Equity • Sectoral/Thematic
Launch Date: 02 Mar 2019
Fund Manager: Ms. Sukanya Ghosh
Minimum Purchase: ₹5,000
Exit Load: For exit within 15 Days from the date of allotment - 0.50%. For exit after 15 Days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
SBI Equity Minimum Variance Fund - Direct Plan is managed by SBI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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