SBI Equity Minimum Variance Fund Direct Growth

Scheme code: INF200KA1A71 NAV value: ₹ 23.7567 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-6.26	43.11	19.96	29.45
3 year	10.70	32.75	18.71	21.23
5 year	15.58	26.79	19.48	15.79

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	19.96
3 year	6.28	33.32	15.79	18.71
5 year	3.54	26.02	13.5	19.48
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	19.96
3 year	6.56	32.12	15.89	18.71
5 year	3.67	26.2	13.34	19.48
7 year	3.8	15.42	11.89
10 year	3.8	18	11.04
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	19.96
3 year	7.68	33.37	17.29	18.71
5 year	3.4	27.63	13.8	19.48
7 year	3.76	16.01	12.11
10 year	3.56	16.94	10.91
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	19.96
3 year	8.04	34.46	18.27	18.71
5 year	3.37	28.64	14.21	19.48
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 19.96% - Median return: 23.65% - Average standard deviation: 4.19

- Average return: 18.71% - Median return: 18.62% - Average standard deviation: 1.68

- Average return: 19.48% - Median return: 18.71% - Average standard deviation: 1.2

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,69,103	69,103	5.76
3 year	36,00,000	46,57,792	10,57,792	8.97
5 year	60,00,000	97,51,407	37,51,407	10.20

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,69,103 - Absolute Returns: ₹69,103 - CAGR: 5.76%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,57,792 - Absolute Returns: ₹10,57,792 - CAGR: 8.97%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,51,407 - Absolute Returns: ₹37,51,407 - CAGR: 10.2%