InvestVerdict
SBI Nifty100 Low Volatility 30 Index Fund
Regular Plan · IDCW · Index Funds · Scheme code 153717
Fund houseSBI Mutual Fund
CategoryIndex Funds
Plan & optionRegular · IDCW
History1.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -1.36 | 3.96 | -1.01 | 0.19 | — | — | — | — | 1.34 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Index Funds category median |
— | — | — | 5.59 | 7.63 | 8.89 | — | 11.16 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 11.7% | -0.44 | -0.60 | 0.89 | -0.03% | -14.4% | 89.52 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 13 months this scheme and its benchmark share.