SBI Equity Minimum Variance Fund Regular Growth
Medium
Risk
Equity
Other
+
19.82
%
19.82
%
3Y annualised
+
0.47
%
0.47
%
1D
1M
6M
1Y
3Y
All
Fund size
188
NAV:
Mar 7, 2024
22.7181
Sector
Tech
Type
Equity
Launched
Mar 2019
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Dr Reddy's Laboratories Ltd
8.33
%
Sun Pharmaceuticals Industries Ltd
7.99
%
Nestle India Ltd
7.33
%
Britannia Industries Ltd
7.21
%
Hindustan Unilever Ltd
7.09
%
Cipla Ltd
6.33
%
Tata Consultancy Services Ltd
5.29
%
Tata Consumer Products Ltd
4.04
%
Power Grid Corp Of India Ltd
3.64
%
Bharti Airtel Ltd
2.48
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 0.5% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Equity Minimum Variance Fund Regular Growth
More details
Investment objective
The investment objective of the scheme is 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. However, there is no
guarantee or assurance that the investment
objective of the scheme will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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