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tortoise-icon SBI US Specific Equity Active FoF - Regular Plan - Growth

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tortoise-icon Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Fund SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹1094 Cr ₹1287 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Mar 2021 24 Sep 2020
Category International International
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE India Bond Index
Turn Over 37% 66%
Expense Ratio 1.6 1.63
Manager Pradeep Kesavan Vinayak Jayanath
ISIN Code INF200KA1T96 INF846K01X30
Exits Load SBI International Access - US Equity FOF - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Month 4.73% 2.98%
6 Month 20.39% 14.18%
1 Year 26.34% 22.45%
3 Year 25% 21.84%
5 Year - 15.08%

SIP Return Analysis

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
6 Month 10.75% 6.16%
1 Year 47.72% 32.38%
3 Year 28.8% 23.96%
5 Year - 18.39%

Rolling Lumpsum Returns

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Year 14.25% 17.31%
3 Year 12.97% 10.35%
5 Year - 15.57%

Risk Management

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Standard Deviation 14.59% 11.33%
Sharp 1.07% 1.21%
Beta 1.09% -
Alpha -2.08% -

Fund Managers

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Vinayak Jayanath
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 18
SBI US Specific Equity Active FoF - Regular Plan - Growth Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI US Specific Equity Active FoF - Regular Plan - Growth

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI US Specific Equity Active FoF - Regular Plan - Growth

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 100 100

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