This Thematic Fund Has Given Up To 39.08% SIP Returns In 3 Years, Check Portfolio Here

If you are a theme-based mutual fund investor, thematic funds are best for you as these funds offer theme-based mutual funds. These funds are mostly equities mutual funds that invest in firms with a well-defined theme across several industries. For example, a fund with a farming/agricultural theme may invest in equity stocks from vehicles, chemicals, fertilisers, and core agriculture firms. Here, we have given insights into one thematic fund that has also given good returns since its inception. Read to know more!

SBI Equity Minimum Variance Fund - Direct Plan-Growth

This is a thematic mutual fund introduced by the SBI Mutual Funds 3 years back on 19th March 2019. This fund's Asset Under Management is Rs 124.05 crore. Its recent declared NAV as of 08th April 2022 is Rs 16.115. The fund's expense ratio is 0.43%, which is less than its category average returns. It is an open-ended medium-sized fund of its category.

This fund has not yet been rated. It is a highly risky fund and doesn't guarantee returns. The fund's benchmark is Nifty 50 TRI. The fund aims to generate returns by investing in diversified companies in the Nifty 50 Index. The minimum investment amount required in this fund for lump-sum investment is Rs 5,000, and for SIP it is Rs 500. This fund has no lock-in period, however, it is a 0.5% exit load if redemption is made within 15 days. 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 17.23% average annual returns.

Investment Period	Absolute Returns	Annualised Returns
1 Year	17.15%	17.15%
2 Year	96.12%	40.04%
3 Year	59.20%	16.75%
Since Inception	61.15%	16.89%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	6.15%	11.60%
2 Year	27.71%	25.49%
3 Year	39.08%	22.64%

Portfolio

The fund invests a minimum of 90% in equity and equity-related instruments and has the flexibility to invest up to 10% in debt and money market instruments including units of a mutual fund. The majority of the fund's assets are invested in the Consumer Staples, Healthcare, Technology, Energy, and Financial sectors. When compared to other funds in the category, it has acquired less exposure in the Consumer Staples and Healthcare sectors.

Tata Consultancy Services Ltd., Cipla Ltd., Britannia Industries Ltd., Nestle India Ltd., and Hindustan Unilever Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.