SBI US Specific Equity Active FoF - Regular Plan - Growth
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Fund | SBI US Specific Equity Active FoF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹945 Cr | ₹57 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 22 Mar 2021 | 17 Mar 2021 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE India Bond Index |
Turn Over | 37% | 70% |
Expense Ratio | 1.6 | 2.09 |
Manager | Pradeep Kesavan | Kapil Punjabi |
ISIN Code | INF200KA1T96 | INF336L01PY4 |
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 | HSBC Global Equity Climate Change 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 | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
1 Month | 5.75% | 1.76% |
6 Month | 8.83% | 8.1% |
1 Year | 12.62% | 9.23% |
3 Year | 20.36% | 10.75% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
6 Month | 14.54% | 9.81% |
1 Year | 28.18% | 17.54% |
3 Year | 23.46% | 10.67% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
1 Year | 13.7% | 3.43% |
3 Year | 12.52% | -0.47% |
5 Year | - | - |
Risk Management
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Standard Deviation | 17.26% | 17.20% |
Sharp | 0.81% | 0.33% |
Beta | 1.08% | - |
Alpha | -2.71% | - |
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Fund Managers
Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Name | Pradeep Kesavan | Kapil Punjabi |
Total AUM | ₹434274 Cr | ₹23996 Cr |
Funds Managed | 43 | 9 |
SBI US Specific Equity Active FoF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
Market Cap
Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
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