SBI Equity Minimum Variance Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.8%
Sharpe Ratio-0.18
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Nestle India LtdConsumers8.14%
Hindustan Unilever LtdConsumers7.95%
Sun Pharmaceuticals Industries LtdServices7.40%
ITC LtdConsumers5.71%
Tata Consultancy Services LtdTechnology5.39%
Dr Reddy's Laboratories LtdServices4.35%
ICICI Bank LtdFinancial Services3.61%
Cipla LtdServices3.55%
Tech Mahindra LtdTechnology3.01%
Bharti Airtel LtdServices2.91%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.75%
Regulatory & Tax Information
INF200KA1A63
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)