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) | ₹1006 Cr | ₹88 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 | 5.99% | 9.63% |
6 Month | 11.07% | 16.26% |
1 Year | 19.3% | 12.54% |
3 Year | 19.4% | 9.47% |
5 Year | - | 11.61% |
SIP Return Analysis
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
---|---|---|
6 Month | 15.64% | 17.74% |
1 Year | 30.72% | 31.1% |
3 Year | 25.56% | 11.1% |
5 Year | - | 8.91% |
Rolling Lumpsum Returns
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.7% | 2.01% |
3 Year | 12.52% | 3.59% |
5 Year | - | 3.5% |
Risk Management
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.26% | 20.29% |
Sharp | 0.81% | 0.28% |
Beta | 1.08% | - |
Alpha | -2.71% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
ITI Liquid Fund Regular - Growth
3Y Returns6.65%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns7.02%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns16.67%
LIC MF ELSS Regular Plan-Growth
3Y Returns16.56%
ICICI Prudential US Bluechip Equity Fund - Growth
3Y Returns14.42%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns13.39%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns22.63%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%