Compare SBI Equity Minimum Variance Fund vs Mahindra Manulife Business Cycle Fund
SBI Equity Minimum Variance Fund
EquityThematic-Other
Mahindra Manulife Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
0.86
2.42
NAV
₹24.09
₹15.76
Fund Started
02 Mar 2019
21 Aug 2023
Fund Size
₹194.26 Cr
₹1290.60 Cr
Exit Load
Exit load of 0.5% if redeemed within 15 days.
Exit load of 1%, if redeemed within 3 months
1 Year
-4.07%
-1.21%
3 Year
7.39%
15.06%
5 Year
8.26%
-
Equity
99.23%
96.82%
Cash
0.77%
3.18%
Top 10 Holdings
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 8.25% |
Apollo Hospitals Enterprise Ltd. | 7.98% |
Nestle India Ltd. | 7.70% |
Hindustan Unilever Ltd. | 5.80% |
ITC Ltd. | 5.36% |
Coal India Ltd. | 4.89% |
Cipla Ltd. | 4.82% |
Tata Consumer Products Ltd. | 4.77% |
Tech Mahindra Ltd. | 4.58% |
Dr. Reddy's Laboratories Ltd. | 3.55% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 3.85% |
Grasim Industries Ltd. | 3.20% |
ICICI Bank Ltd. | 3.07% |
JSW Energy Ltd. | 3.04% |
Axis Bank Ltd. | 2.71% |
Bandhan Bank Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
Adani Enterprises Ltd. | 2.47% |
Indus Towers Ltd. | 2.31% |
Bajaj Auto Ltd. | 2.25% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
02 Mar 2019
21 Aug 2023
