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₹21.64
(-0.39%)
Current NAV 12-03-2025
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-3.93%
Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.88%
- Others 0.12%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 92.34 |
| Mid Cap | 6.5 |
| Others | 1.04 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Defensive
Healthcare
Technology
Financial Services
Consumer Cyclical
Basic Materials
Energy
Industrials
Utilities
Communication Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Mar-2025 |
Holdings | PE Ratio 13-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Nestle India Ltd | Large Cap | Consumer Defensive (54.17) | 8.57% | 52.88 | -15.17% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 8.5% | 0 | 0% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (44.04) | 7.57% | 35.18 | 7.7% |
| Britannia Industries Ltd | Large Cap | Consumer Defensive (54.17) | 7.25% | 53.38 | -1.81% |
| Tata Consultancy Services Ltd | Large Cap | Technology (31.2) | 6.12% | 26.06 | -15.33% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (89.19) | 5.48% | 66.82 | 1.35% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 4.86% | - | 0% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 3.77% | 24.94 | -2.35% |
| Cipla Ltd | Large Cap | Healthcare (44.04) | 2.9% | 23.66 | -0.65% |
| Tech Mahindra Ltd | Large Cap | Technology (31.2) | 2.12% | 37.49 | 12.34% |
| HCL Technologies Ltd | Large Cap | Technology (31.2) | 2.1% | 24.35 | -6.1% |
| ICICI Bank Ltd | Large Cap | Financial Services (18.11) | 1.7% | 17.03 | 11.41% |
| Bharti Airtel Ltd | Large Cap | Communication Services (173.14) | 1.55% | 38.51 | 39.72% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 1.38% | 26.45 | -0.13% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (89.83) | 1.12% | 81.53 | -21.02% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (7.65) | 1.09% | 7.24 | -17.14% |
| Bajaj Finance Ltd | Large Cap | Financial Services (29.99) | 1.09% | 33 | 32.42% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 1.06% | 0 | -4.86% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 1.06% | 26.78 | 7.67% |
| JSW Steel Ltd | Large Cap | Basic Materials (20.62) | 1.06% | 20.56 | 23.11% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (70.38) | 1.05% | 82.85 | -19.44% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.37) | 1.05% | 76.48 | 1.86% |
| Wipro Ltd | Large Cap | Technology (31.2) | 1.05% | 22.31 | 4.77% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (99.23) | 1.04% | 33.64 | 14.91% |
| Reliance Industries Ltd | Large Cap | Energy (16.16) | 1.04% | 24.37 | -13% |
| Coal India Ltd | Large Cap | Energy (17.07) | 1.03% | 6.78 | -9.16% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (32.49) | 1.03% | 18.05 | -15.41% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (18.11) | 1.02% | 9.68 | -42.4% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 1.01% | 38.75 | 29.66% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.88) | 1.01% | 41.01 | 10.18% |
| Bharat Electronics Ltd | Large Cap | Industrials (40.65) | 1.01% | 40.51 | 35.4% |
| Asian Paints Ltd | Large Cap | Basic Materials | 1% | - | 0% |
| Eicher Motors Ltd | Large Cap | Consumer Cyclical (30.56) | 1% | 30.98 | 34.37% |
| Tata Steel Ltd | Large Cap | Basic Materials (31) | 0.99% | 68.81 | 5.02% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (30.56) | 0.99% | 27.79 | -10.54% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.99% | 44.61 | 34.3% |
| State Bank of India | Large Cap | Financial Services (9.67) | 0.98% | 8.19 | -2.42% |
| Larsen & Toubro Ltd | Large Cap | Industrials (35.05) | 0.98% | 32.14 | -10.1% |
| Infosys Ltd | Large Cap | Technology (31.2) | 0.98% | 23.69 | -2.15% |
| NTPC Ltd | Large Cap | Utilities (20.91) | 0.98% | 14.6 | 2.84% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (25.5) | 0.98% | 16.06 | 1.51% |
| HDFC Bank Ltd | Large Cap | Financial Services (18.14) | 0.97% | 18.74 | 16.72% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.95% | 40.82 | 136.49% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 0.95% | 27.31 | 39.29% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 0.93% | 28.68 | 29.81% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (126.45) | 0.91% | 23.86 | -7.59% |
| Shriram Finance Ltd | Financial Services | 0.91% | - | 0% | |
| Adani Enterprises Ltd | Large Cap | Energy (74.91) | 0.9% | 65.52 | -36.28% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (16.16) | 0.9% | 8.34 | -11.59% |
| Trent Ltd | Large Cap | Consumer Cyclical (49.27) | 0.8% | 92.38 | 25.27% |
| ITC Hotels Ltd | Consumer Cyclical | 0.14% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.12 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Treps | 0.16% | - | 0% | ||
| Net Receivable / Payable | -0.04% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for SBI Equity Minimum Variance Fund ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for SBI Equity Minimum Variance Fund ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
