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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) | ₹1091 Cr | ₹109 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Mar 2021 | 14 Aug 2009 |
| Category | Gold | Gold |
| 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 | 0.43% | 0.48% |
| 6 Month | 17.77% | 25.58% |
| 1 Year | 19.35% | 29.19% |
| 3 Year | 22.68% | 11.68% |
| 5 Year | - | 12.09% |
SIP Return Analysis
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.78% | 10.7% |
| 1 Year | 33.41% | 48.56% |
| 3 Year | 25.13% | 16.71% |
| 5 Year | - | 12% |
Rolling Lumpsum Returns
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.25% | 2.21% |
| 3 Year | 12.97% | 3.81% |
| 5 Year | - | 3.75% |
Risk Management
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.75% | 18.69% |
| Sharp | 1.17% | 0.53% |
| Beta | 1.09% | - |
| Alpha | -1.52% | - |
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 |
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