The SBI Equity Minimum Variance Fund Direct Growth has an AUM of 216.84 crores & has delivered CAGR of 21.25% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 0.42%.

The SBI Equity Minimum Variance Fund Regular Growth has an AUM of 216.84 crores & has delivered CAGR of 22.29% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 0.75%.

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 ...

Over time, your asset allocation will drift as some investments shifts due to market movement. Rebalancing your portfolio ...

Asset allocation strategies can help ensure that inflation doesn't eat into your retirement income. Here's how to balance ...

Abstract: We study the design of portfolios under a minimum risk criterion. The performance of the optimized portfolio relies on the accuracy of the estimated covariance matrix of the portfolio asset ...

Abstract: This paper is concerned with a multi-period portfolio management ... of the expected return and the variance of portfolio over all the investment periods. This formulation enables the ...

The float adjustment excludes holdings in the Federal Reserve's account, which reduces the portfolio's exposure to U.S. Treasuries. The index weights ... and it cut the minimum investment for ...

The firm's asset-weighted manager tenure of 15 years demonstrates its ability to retain portfolio managers. However, the process is limited by being an actively managed strategy. Historical data ...

Learn how to invest in stocks, including how to select a brokerage account and research stock market investments. Many, or all, of the products featured on this page are from our advertising ...

In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that, as far as possible and practicable, consist of the component ...