SBI Equity Minimum Variance Fund-Reg(G)

14.63 0.02 (0.12%) NAV as on 23-Jul-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.9112.4741.89NANA17.60
Category Avg15.9622.2360.2816.86NA20.33
Category Best10.937.9210.3615.5118.2418.62
Category Worst-1.99-2.08-13.925.802.22-2.15
SENSEX10.658.3838.9013.0013.76-
NIFTY10.5610.3341.3812.6713.17-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20219.69NANA4.57
202021.0411.4819.01-22.64
2019-0.33-2.283.97NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202024.23134617.16
20192.31333715.66

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Aditya Birla SL Digital India Fund(G)119.2915-Jan-0098.7232.4127.5512.2
Tata Digital India Fund-Reg(G)31.8828-Dec-1598.1330.0926.8323.13
SBI Magnum Comma Fund-Reg(G)67.8125-Aug-0575.3224.0619.5612.74
Edelweiss Recently Listed IPO Fund-Reg(G)18.1729-Jun-2176.4122.68-19.09
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.0913
Semi Standard Deviation [%]0.6465
Beta [%]0.7009
Sharp Ratio [%]0.7610
R-Square [%]0.8355
Expense Ratio [%]0.7200
AVG Ratio [%]0.1382
Other Ratios
Jenson Ratio [%]0.0463
Treynor Ratio [%]0.1934
Turnover Ratio [%]1.1900
FAMA Ratio [%]0.0679
SORTINO Ratio [%]0.1968

Return Calculator

MARKET STATS As on 23/07/2021 As on 23/07/2021

15856.05 (0.20) 52975.80 (0.26)

TOP GAINERS

Company Price Change Gain (%)
Zomato126.0050.0065.79
Tainwala Chem&Plast.104.4017.4020.00

TOP LOSERS

Company Price Change Loss (%)
Vodafone Idea8.35-0.90-9.73
Trejhara Solutions64.10-6.60-9.34

Portfolio Comparison

MUTUAL FUND ACTIVITY