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SBI US Specific Equity Active FoF - Regular Plan - Growth

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HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

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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	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)	₹1091 Cr	₹53 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	22 Mar 2021	17 Mar 2021
Category	Gold	Gold
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	1.15%	-1.87%
6 Month	21%	5.53%
1 Year	20.41%	8.44%
3 Year	23.41%	8.16%
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	7.78%	0.21%
1 Year	33.41%	9.88%
3 Year	25.13%	8.36%
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	14.25%	4.65%
3 Year	12.97%	0.64%
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	14.75%	13.95%
Sharp	1.17%	0.37%
Beta	1.09%	-
Alpha	-1.52%	-

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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