SBI Equity Minimum Variance IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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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 Deviation16.5%
Sharpe Ratio-0.55
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
Sun Pharmaceuticals Industries LtdServices8.25%
Apollo Hospitals Enterprise LtdServices7.98%
Nestle India LtdConsumers7.70%
Hindustan Unilever LtdConsumers5.80%
ITC LtdConsumers5.36%
Coal India LtdEnergy & Infra4.89%
Cipla LtdServices4.82%
Tata Consumer Products LtdConsumers4.77%
Tech Mahindra LtdTechnology4.58%
Dr Reddy's Laboratories LtdServices3.55%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.89%
Regulatory & Tax Information
INF200KA1A55
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)