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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) ₹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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