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Sbi Equity Minimum Variance Fund - Direct Plan - Growth

Equity | Index

(NAV as of 12/04/2024)
22.66 (-1.04)

3Y Returns

18.3%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

0.41%

Fund Size

180 Cr

Inception Date

19-Mar-19

Fund Manager

Raviprakash Sharma

Exit Load

0.50% on or before 15D, Nil after 15D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

100.03%

Debt & Others

-0.03%

Market Cap Allocation

Large Cap

97.95%

Mid Cap

2.07%

Small Cap

0.00%

Other Cap

-0.03%

Sector Allocation

Pharmaceuticals

22.41%

Retail

15.06%

Internet and Technology

10.12%

Diversified FMCG

9.18%

Automobiles

6.42%

Top Ten Holdings

Dr. Reddy'S Laboratories Ltd

8.17%

Britannia Industries Ltd

7.78%

Hindustan Unilever Ltd

7.51%

Sun Pharmaceutical Industries Ltd

7.39%

Nestle India Ltd

7.28%

Investment Objective

The Investment Objective Of The Scheme Is To To Provide Long Term Capital Appreciation By Investingin A Diversified Basket Of Companies In Nifty 50 Index While Aiming For Minimizing The Portfoliovolatility .However There Is No Guarantee Or Assurance That The Investment Objective Of The Scheme Will Be Achieved.

Fund House Detail

AMC Name

SBI Funds Management Private Limited

Address

191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005

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BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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