Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 146642

SBI Equity Minimum Variance Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Direct Plan • IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹24.6672
AMFI Code / ISIN
146642 / INF200KA1A89
Category Peer Standing
#438 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2019-03-27 to 2026-11-09 (1,888 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-1.11% p.a.
3Y CAGR
+8.05% p.a.
5Y CAGR
+8.97% p.a.
10Y CAGR
N/A
Since Inception CAGR
+12.66% p.a.
Sortino Ratio (3Y)
0.19
Sharpe Ratio (3Y)
0.13
Calmar Ratio
0.24
Annualized Volatility (3Y)
+11.69%
Maximum Drawdown
-32.95%
1Y / 3Y / 5Y Rolling Mean CAGR
+15.83% / +16.48% / +16.41%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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