- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI US Specific Equity Active FoF - Regular Plan - Growth
DSP World Energy Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1060 Cr | ₹96 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Mar 2021 | 14 Aug 2009 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | MSCI World,MSCI World Energy 10/40 Net TRI |
| Turn Over | 37% | 20% |
| Expense Ratio | 1.6 | 2.11 |
| Manager | Pradeep Kesavan | Jay Kothari |
| ISIN Code | INF200KA1T96 | INF740K01284 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.98% | 4.55% |
| 6 Month | 25.49% | 28.33% |
| 1 Year | 22.74% | 13.87% |
| 3 Year | 23.99% | 11.3% |
| 5 Year | - | 12.59% |
SIP Return Analysis
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 14.67% | 14.84% |
| 1 Year | 33.49% | 37.61% |
| 3 Year | 25.59% | 12.66% |
| 5 Year | - | 9.59% |
Rolling Lumpsum Returns
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.93% | 2.07% |
| 3 Year | 12.74% | 3.69% |
| 5 Year | - | 3.61% |
Risk Management
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.32% | 19.56% |
| Sharp | 0.89% | 0.29% |
| Beta | 1.08% | - |
| Alpha | -2.76% | - |
Fund Managers
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Jay Kothari |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 20 |
| SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.42%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.36%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.41%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
SBI Focused Fund - Regular Plan -Growth
3Y Returns14.83%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns14.99%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.92%
