Patria Investments Limited ( NASDAQ: PAX) Q1 2025 Earnings Conference Call May 2, 2025 9:00 AM ET Rob Lee - Head, Shareholder Relations Alex Saigh - Chief Executive Officer Ana Russo - Chief Financial ...

The SBI Equity Minimum Variance Fund Direct Growth has an AUM of 216.84 crores & has delivered CAGR of 22.57% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 0.42%.

To generate long term capital appreciation by investing in Equity & Equity related instruments through a diversified basket with an aim to minimize the portfolio volatility. The ICICI Prudential ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Fund evaluation across critical parameters for better decision making. Study period is 3 years. Volatility represents the standard deviation of fund returns that is, how much the fund returns have ...

(The exact Excel formula ... historical variance. Suffice it to say that variance of returns is one of the two building blocks of the mean-variance framework, also known as "modern portfolio ...

Management reaffirmed their commitment to a minimum 10% portfolio growth in 2025, supported by geographic expansions and tightened underwriting standards. The company expects ending net ...

The minimum-variance optimization yields dense portfolios, assigning nonzero weights to all assets. In many applications, some weights may be very small, and ideally such assets should be excluded to ...

Current NAV: The Current Net Asset Value of the SBI Equity Minimum Variance Fund - Regular Plan as of May 22 ... of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.

called the tangency portfolio. Mean-variance analysis was pioneered by Harry Markowitz and James Tobin. The efficient frontier of optimal portfolios was identified by Markowitz in 1952 ...