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) | ₹1094 Cr | ₹52 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 | 1.9% | 1.26% |
| 6 Month | 17.51% | 4.91% |
| 1 Year | 28.66% | 14.04% |
| 3 Year | 25.98% | 9.5% |
| 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 | 6.88% | 1.22% |
| 1 Year | 41.29% | 13.89% |
| 3 Year | 27.22% | 10.07% |
| 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 | 17.83% | 19.21% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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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