Sbi Equity Minimum Variance Fund


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Fund Name NAV Date NAV Rupee Change Percent Change
SBI Equity Minimum Variance Fund - Regular Plan - Growth 08/Dec/2022 17.1215
-0.0336
-0.1959%
SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 08/Dec/2022 17.1255
-0.0336
-0.1958%
SBI Equity Minimum Variance Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 08/Dec/2022 17.3707
-0.0339
-0.1948%
SBI Equity Minimum Variance Fund - Direct Plan - Growth 08/Dec/2022 17.3717
-0.0339
-0.1948%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Sbi Equity Minimum Variance Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.74
1.39
No
No
Yes
16/21 -2.86 / 5.02
1M Rolling Return %
0.37
0.23
Yes
No
No
8/20 -1.69 / 1.82
3M Return %
4.92
3.31
Yes
No
No
7/21 -5.76 / 10.57
3M Rolling Return %
-0.61
-0.21
No
No
No
11/19 -3.87 / 4.15
6M Return %
15.28
12.94
Yes
No
No
9/21 -3.30 / 21.77
6M Rolling Return %
2.98
1.21
Yes
Yes
No
5/17 -5.58 / 9.30
1Y Return %
10.32
4.50
Yes
No
No
7/20 -18.45 / 20.21
1Y Rolling Return %
23.60
30.78
No
No
Yes
12/14 21.45 / 53.13
3Y Return %
19.48
21.98
No
No
No
9/13 15.20 / 41.41
Standard Deviation
17.67
21.32
Yes
Yes
No
3/14 16.12 / 31.50
Semi Deviation
12.79
16.22
Yes
Yes
No
3/14 12.36 / 23.28
Max Drawdown
-23.74
-27.68
Yes
Yes
No
3/14 -34.31 / -19.04
VaR 1 Y
-17.16
-22.26
Yes
Yes
No
3/14 -39.73 / -15.53
Average Drawdown
-7.56
-8.44
Yes
No
No
5/14 -13.03 / -6.57
Sharpe Ratio
0.55
0.58
No
No
No
9/14 0.34 / 0.93
Sterling Ratio
0.43
0.47
No
No
No
8/14 0.30 / 0.79
Sortino Ratio
0.27
0.28
No
No
No
8/14 0.18 / 0.46
Jensen Alpha
5.46
2.86
Yes
Yes
No
3/11 -3.87 / 11.59
Treynor Ratio
0.16
0.16
No
No
No
7/11 0.09 / 0.26
Modigliani Square measure
21.26
20.87
Yes
No
No
6/11 13.74 / 29.13
Active Return
0.02
0.02
Yes
No
No
4/11 -0.04 / 0.14
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Sbi Equity Minimum Variance Fund Performance Analysis

Sbi Equity Minimum Variance Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Sbi Equity Minimum Variance Fund

Top Performing Funds in Sectoral/ Thematic Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Icici Prudential Exports And Services Fund

3 The Icici Prudential Exports And Services Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Exports And Services Fund performance snapshot section. 11.16% 21.07% -28.71% -15.53% 0.54 0.25 0.49

Sbi Equity Minimum Variance Fund

2 The Sbi Equity Minimum Variance Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Equity Minimum Variance Fund performance snapshot section. 10.32% 19.48% -23.74% -17.16% 0.55 0.27 0.48

Tata Ethical Fund

1 The Tata Ethical Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Ethical Fund performance snapshot section. 2.09% 21.72% -19.04% -17.80% 0.67 0.32 0.44

Sbi Equity Minimum Variance Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.77
1.48
No
No
Yes
16/21 -2.69 / 5.15
1M Rolling Return %
0.40
0.33
Yes
No
No
9/20 -1.55 / 1.93
3M Return %
5.00
3.61
Yes
No
No
8/21 -5.44 / 10.94
3M Rolling Return %
-0.53
0.07
No
No
No
12/19 -3.55 / 4.31
6M Return %
15.47
13.62
Yes
No
No
10/21 -3.03 / 22.66
6M Rolling Return %
3.16
1.73
Yes
Yes
No
5/17 -4.92 / 9.55
1Y Return %
10.68
5.74
Yes
No
No
7/20 -17.28 / 21.78
1Y Rolling Return %
24.11
31.89
No
No
Yes
12/14 22.78 / 55.51
3Y Return %
19.94
23.05
No
No
Yes
10/13 16.07 / 43.57
Standard Deviation
17.67
21.32
Yes
Yes
No
3/14 16.12 / 31.50
Semi Deviation
12.79
16.22
Yes
Yes
No
3/14 12.36 / 23.28
Max Drawdown
-23.74
-27.68
Yes
Yes
No
3/14 -34.31 / -19.04
VaR 1 Y
-17.16
-22.26
Yes
Yes
No
3/14 -39.73 / -15.53
Average Drawdown
-7.56
-8.44
Yes
No
No
5/14 -13.03 / -6.57
Sharpe Ratio
0.55
0.58
No
No
No
9/14 0.34 / 0.93
Sterling Ratio
0.43
0.47
No
No
No
8/14 0.30 / 0.79
Sortino Ratio
0.27
0.28
No
No
No
8/14 0.18 / 0.46
Jensen Alpha
5.46
2.86
Yes
Yes
No
3/11 -3.87 / 11.59
Treynor Ratio
0.16
0.16
No
No
No
7/11 0.09 / 0.26
Modigliani Square measure
21.26
20.87
Yes
No
No
6/11 13.74 / 29.13
Active Return
0.02
0.02
Yes
No
No
4/11 -0.04 / 0.14
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Sbi Equity Minimum Variance Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.74% 0.77%
1M Rolling Return % 0.37% 0.40%
3M Return % 4.92% 5.00%
3M Rolling Return % -0.61% -0.53%
6M Return % 15.28% 15.47%
6M Rolling Return % 2.98% 3.16%
1Y Return % 10.32% 10.68%
1Y Rolling Return % 23.60% 24.11%
3Y Return % 19.48% 19.94%
Standard Deviation 17.67% 17.67%
Semi Deviation 12.79% 12.79%
Max Drawdown -23.74% -23.74%
VaR 1 Y -17.16% -17.16%
Average Drawdown -7.56% -7.56%
Sharpe Ratio 0.55% 0.55%
Sterling Ratio 0.43% 0.43%
Sortino Ratio 0.27% 0.27%
Jensen Alpha 5.46% 5.46%
Treynor Ratio 0.16% 0.16%
Modigliani Square measure 21.26% 21.26%
Active Return 0.02% 0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Sbi Equity Minimum Variance Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 4.59% 17.30% 11.07% 0.00%
One Year -43.66% 83.69% 10.60% 24.39%
Three Year -11.26% 46.86% 10.13% 4.89%
Five Year -1.21% 36.58% 10.68% 0.07%
Seven Year 3.66% 23.16% 10.32% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Sectoral/ Thematic Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Tata Business Cycle Fund

0.96
1
0.23
3
3.20
2
8.81
2
21.62
2
15.49
3

Icici Prudential Commodities Fund

0.82
2
1.62
1
5.02
1
10.57
1
21.77
1
17.81
2
41.41
1

Icici Prudential Housing Opportunities Fund

0.54
3
0.27
2
2.12
6
4.23
9
15.40
8

Aditya Birla Sun Life Business Cycle Fund

0.46
4
-0.73
11
2.17
5
5.34
6
16.56
5
7.54
8

Aditya Birla Sun Life Special Opportunities Fund

0.44
5
-0.25
6
1.72
9
3.50
11
14.48
11
0.76
14

Sbi Magnum Equity Esg Fund

0.43
6
-0.78
12
1.35
13
2.78
13
13.99
13
0.13
15
15.20
13
12.47
2

Baroda Bnp Paribas Business Cycle Fund

0.40
7
-0.79
13
1.64
11
4.72
8
16.37
6
5.71
9

Sbi Magnum Comma Fund

0.39
8
-0.15
5
0.32
17
0.21
18
6.93
18
-1.83
17
23.76
3
11.84
4

Franklin India Opportunities Fund

0.35
9
-0.10
4
3.05
3
2.59
14
20.34
3
1.58
13
19.81
8
10.66
6

Quantum India Esg Equity Fund

0.35
10
-0.93
15
1.07
14
1.61
16
12.08
14
0.06
16
18.15
11

Icici Prudential Business Cycle Fund

0.35
11
-1.11
16
1.93
7
5.54
5
14.88
10
11.74
5

Icici Prudential Exports And Services Fund

0.26
12
-0.61
8
3.01
4
7.31
3
14.36
12
11.16
6
21.07
7
11.69
5

Tata Ethical Fund

0.17
13
-0.62
9
1.91
8
2.27
15
10.61
15
2.09
12
21.72
5
12.28
3

Sundaram Services Fund

0.15
14
-0.80
14
1.57
12
3.89
10
15.83
7
3.87
10
22.23
4

Icici Prudential India Opportunities Fund

0.10
15
-0.68
10
1.03
15
5.94
4
16.92
4
20.21
1
26.12
2

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-0.05
16
-2.36
20
0.30
18
0.21
17
-3.30
21
14.34
4
16.05
12
10.56
7

Axis Special Situations Fund

-0.08
17
-1.24
17
1.70
10
-2.04
20
4.90
19
-11.39
19

Sbi Equity Minimum Variance Fund

-0.20
18
-1.25
18
0.74
16
4.92
7
15.28
9
10.32
7
19.48
9

Taurus Ethical Fund

-0.24
19
-1.42
19
-0.75
19
0.13
19
10.60
16
2.81
11
19.25
10
12.53
1

Edelweiss Recently Listed Ipo Fund

-0.25
20
-0.47
7
-1.16
20
-5.76
21
3.21
20
-18.45
20
21.49
6

Iti Pharma And Healthcare Fund

-1.18
21
-2.63
21
-2.86
21
2.78
12
8.95
17
-3.96
18

L&T Business Cycles Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Tata Business Cycle Fund

0.96
1
0.26
3
3.34
2
9.27
2
22.66
1
17.54
3

Icici Prudential Commodities Fund

0.82
2
1.65
1
5.15
1
10.94
1
22.65
2
19.53
2
43.57
1

Icici Prudential Housing Opportunities Fund

0.54
3
0.27
2
2.28
5
4.67
9
16.41
8

Sbi Magnum Equity Esg Fund

0.44
4
-0.77
12
1.41
13
2.95
13
14.35
13
0.81
15
16.07
13
13.39
3

Aditya Birla Sun Life Special Opportunities Fund

0.42
5
-0.18
6
1.78
10
3.88
11
15.30
11
2.35
13

Icici Prudential Business Cycle Fund

0.41
6
-1.01
16
2.09
7
5.92
5
15.68
9
13.27
5

Baroda Bnp Paribas Business Cycle Fund

0.41
7
-0.77
13
1.76
11
5.03
7
17.29
6
7.52
9

Sbi Magnum Comma Fund

0.39
8
-0.14
5
0.37
17
0.35
18
7.21
18
-1.30
17
24.46
3
12.61
4

Aditya Birla Sun Life Business Cycle Fund

0.36
9
-0.72
11
2.22
6
5.75
6
17.59
5
9.32
8

Franklin India Opportunities Fund

0.36
10
-0.09
4
3.12
3
2.78
14
20.75
3
2.26
14
20.76
8
11.50
6

Quantum India Esg Equity Fund

0.34
11
-0.91
15
1.10
15
1.81
16
12.49
14
0.81
16
18.99
11

Icici Prudential Exports And Services Fund

0.26
12
-0.60
9
3.07
4
7.47
3
14.68
12
11.74
6
21.64
7
12.44
5

Tata Ethical Fund

0.17
13
-0.59
8
2.02
8
2.61
15
11.33
15
3.37
12
23.16
5
13.60
2

Sundaram Services Fund

0.15
14
-0.78
14
1.69
12
4.25
10
16.65
7
5.39
10
23.80
4

Icici Prudential India Opportunities Fund

0.14
15
-0.64
10
1.16
14
6.25
4
17.69
4
21.78
1
27.92
2

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-0.05
16
-2.35
20
0.34
18
0.33
19
-3.03
21
14.91
4
16.49
12
10.97
7

Axis Special Situations Fund

-0.08
17
-1.12
17
1.90
9
-1.67
20
5.65
19
-9.99
19

Sbi Equity Minimum Variance Fund

-0.19
18
-1.24
18
0.77
16
5.00
8
15.47
10
10.68
7
19.94
10

Taurus Ethical Fund

-0.23
19
-1.40
19
-0.66
19
0.39
17
11.18
16
3.84
11
20.47
9
13.63
1

Edelweiss Recently Listed Ipo Fund

-0.24
20
-0.44
7
-1.05
20
-5.44
21
3.91
20
-17.28
20
22.40
6

Iti Pharma And Healthcare Fund

-1.17
21
-2.59
21
-2.69
21
3.31
12
10.09
17
-1.78
18

L&T Business Cycles Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Iti Pharma And Healthcare Fund

0.29
10

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

1.43
3
4.15
1
9.30
1
29.50
6
12.63
8

Franklin India Opportunities Fund

0.01
13
-1.78
16
1.55
8
28.92
8
14.76
5

Icici Prudential Exports And Services Fund

0.70
6
0.74
6
2.12
6
26.90
9
16.57
4

Icici Prudential India Opportunities Fund

1.82
1
3.03
2
5.90
2
39.21
2

Icici Prudential Commodities Fund

1.44
2
1.09
5
1.32
9
53.13
1

Quantum India Esg Equity Fund

-0.39
17
-2.03
17
-0.72
13
26.56
10

Sbi Magnum Equity Esg Fund

-0.29
16
-0.86
13
0.46
11
21.90
13
14.44
6

Sbi Magnum Comma Fund

0.04
12
0.31
7
-1.49
15
37.04
3
22.91
1

Sbi Equity Minimum Variance Fund

0.37
8
-0.61
11
2.98
5
23.60
12

Sundaram Services Fund

0.08
11
-0.15
10
2.10
7
32.24
5

Tata Ethical Fund

-0.09
14
-0.01
9
0.49
10
29.09
7
19.88
2

L&T Business Cycles Fund

0.86
5
0.11
8
3.75
3
21.45
14
13.31
7

Taurus Ethical Fund

0.31
9
-0.96
14
-0.11
12
25.74
11
17.08
3

Edelweiss Recently Listed Ipo Fund

-1.69
20
-3.83
18
-5.58
17
35.57
4

Aditya Birla Sun Life Special Opportunities Fund

-0.13
15
-1.22
15
-1.03
14

Axis Special Situations Fund

-1.37
19
-3.87
19
-3.71
16

Icici Prudential Business Cycle Fund

0.56
7
1.38
3
3.16
4

Tata Business Cycle Fund

1.12
4
1.34
4

Baroda Bnp Paribas Business Cycle Fund

-0.40
18
-0.74
12
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

1.47
3
4.31
1
9.55
1
30.00
7
13.04
8

Franklin India Opportunities Fund

0.07
13
-1.61
16
1.90
9
29.93
8
15.66
5

Icici Prudential Exports And Services Fund

0.74
6
0.86
6
2.36
7
27.46
9
17.24
4

Icici Prudential India Opportunities Fund

1.93
1
3.38
2
6.65
2
41.06
2

Icici Prudential Commodities Fund

1.57
2
1.44
5
2.05
8
55.51
1

Quantum India Esg Equity Fund

-0.38
18
-1.85
17
-0.36
14
27.42
10

Sbi Magnum Equity Esg Fund

-0.24
17
-0.68
13
0.82
11
22.87
13
15.34
6

Sbi Magnum Comma Fund

0.09
12
0.45
7
-1.20
15
37.84
3
23.63
1

Sbi Equity Minimum Variance Fund

0.40
9
-0.53
12
3.16
5
24.11
12

Sundaram Services Fund

0.20
11
0.21
10
2.86
6
34.10
5

Tata Ethical Fund

0.02
15
0.28
9
1.11
10
30.58
6
21.26
2

L&T Business Cycles Fund

0.95
5
0.38
8
4.30
3
22.78
14
14.45
7

Taurus Ethical Fund

0.39
10
-0.74
14
0.38
12
27.07
11
18.26
3

Edelweiss Recently Listed Ipo Fund

-1.55
20
-3.48
18
-4.92
17
35.79
4

Aditya Birla Sun Life Special Opportunities Fund

0.03
14
-0.78
15
-0.23
13

Axis Special Situations Fund

-1.27
19
-3.55
19
-2.98
16

Icici Prudential Business Cycle Fund

0.67
7
1.79
4
3.93
4

Tata Business Cycle Fund

1.30
4
1.81
3

Baroda Bnp Paribas Business Cycle Fund

-0.18
16
-0.30
11

Iti Pharma And Healthcare Fund

0.48
8
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-39.73
14
-29.03
9
-8.04
7
21.53
9
16.32
8

Franklin India Opportunities Fund

-22.73
9
-31.00
11
-8.46
9
21.27
8
15.93
7

Icici Prudential Exports And Services Fund

-15.53
1
-28.71
8
-7.63
6
18.95
4
14.74
4

Icici Prudential India Opportunities Fund

-26.77
11
-34.16
13
-7.54
4
24.39
12
17.81
12

Icici Prudential Commodities Fund

-30.12
13
-34.31
14
-13.03
14
31.50
14
23.28
14

Quantum India Esg Equity Fund

-17.44
4
-25.44
5
-8.60
10
19.11
5
14.90
5

Sbi Magnum Equity Esg Fund

-17.55
5
-28.40
7
-8.42
8
20.14
6
15.47
6

Sbi Magnum Comma Fund

-26.42
10
-26.71
6
-9.25
12
23.83
11
17.32
10

Sbi Equity Minimum Variance Fund

-17.16
3
-23.74
3
-7.56
5
17.67
3
12.79
3

Sundaram Services Fund

-18.17
7
-29.58
10
-6.57
1
21.99
10
17.68
11

Tata Ethical Fund

-17.80
6
-19.04
1
-7.11
3
16.70
2
12.50
2

L&T Business Cycles Fund

-18.65
8
-33.50
12
-8.68
11
24.57
13
19.13
13

Taurus Ethical Fund

-16.20
2
-19.28
2
-7.08
2
16.12
1
12.36
1

Edelweiss Recently Listed Ipo Fund

-27.41
12
-24.66
4
-10.15
13
20.75
7
16.83
9
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

0.41
13
0.21
13
0.35
12
0.42

Franklin India Opportunities Fund

0.46
11
0.23
11
0.36
11
0.48
0.94
8 0.98 5
0.95
4
0.14
9
18.42
10
0.01
7

Icici Prudential Exports And Services Fund

0.54
10
0.25
10
0.39
10
0.49
3.41
6 0.88 10
0.93
6
0.16
5
21.43
5
0.01
6

Icici Prudential India Opportunities Fund

0.55
8
0.29
7
0.42
9
0.46
6.31
2 1.04 2
0.82
11
0.19
3
21.85
3
0.07
2

Icici Prudential Commodities Fund

0.93
1
0.46
1
0.79
1
0.46
11.59
1 1.11 1
0.85
10
0.26
1
29.13
1
0.14
1

Quantum India Esg Equity Fund

0.59
6
0.27
9
0.46
7
0.49
1.03
7 0.89 9
0.95
3
0.14
10
18.67
9
-0.01
9

Sbi Magnum Equity Esg Fund

0.42
12
0.21
12
0.35
13
0.48
-3.87
11 0.98 4
0.95
2
0.09
11
13.74
11
-0.04
11

Sbi Magnum Comma Fund

0.59
7
0.31
4
0.52
4
0.45
3.83
5 0.91 7
0.88
9
0.20
2
23.82
2
0.02
5

Sbi Equity Minimum Variance Fund

0.55
9
0.27
8
0.43
8
0.48
5.46
3 0.81 11
0.90
7
0.16
7
21.26
6
0.02
4

Sundaram Services Fund

0.69
3
0.31
5
0.52
5
0.49
3.99
4 1.02 3
0.90
8
0.17
4
20.52
7
0.04
3

Tata Ethical Fund

0.67
4
0.32
3
0.55
3
0.44
0.35
9 0.94 6
0.97
1
0.16
6
21.56
4
-0.01
8

L&T Business Cycles Fund

0.34
14
0.18
14
0.30
14
0.48

Taurus Ethical Fund

0.62
5
0.29
6
0.51
6
0.48
-1.58
10 0.91 8
0.93
5
0.14
8
19.19
8
-0.03
10

Edelweiss Recently Listed Ipo Fund

0.76
2
0.33
2
0.61
2
0.44

Sbi Equity Minimum Variance Fund Additional Return Analysis

Sbi Equity Minimum Variance Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 998.04 987.54 1007.38 1049.15 1152.84 1103.17 1705.65
Direct Plan Value of 1000 Rupee 998.05 987.60 1007.66 1049.99 1154.67 1106.83 1725.52
Fund Information
Fund Launch Date: 02/Mar/2019
Fund Category: Sectoral/ Thematic
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.
Fund Description: An Open Ended Equity Scheme following minimum variance theme
Fund Benchmark: Nifty 50 Index
Source: Fund FactSheet


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