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tortoise-icon SBI US Specific Equity Active FoF - Regular Plan - Growth

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tortoise-icon 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) ₹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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