Invesco India vs SBI International Access compare
SBI US Specific Equity Active FoF - Regular Plan - Growth
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI US Specific Equity Active FoF - Regular Plan - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹1094 Cr | ₹166 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Mar 2021 | 05 May 2014 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | MSCI World Net Dividend |
| Turn Over | 37% | 29% |
| Expense Ratio | 1.6 | 1.4 |
| Manager | Pradeep Kesavan | Amit Nigam |
| ISIN Code | INF200KA1T96 | INF205K01B15 |
| 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 | Invesco India - Invesco Global Equity Income 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 | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.11% | 8.14% |
| 6 Month | 23.38% | 8.48% |
| 1 Year | 27.39% | 25.27% |
| 3 Year | 25.95% | 21.75% |
| 5 Year | - | 16.59% |
SIP Return Analysis
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.4% | 2.54% |
| 1 Year | 40.6% | 20.58% |
| 3 Year | 27.33% | 20.76% |
| 5 Year | - | 18.46% |
Rolling Lumpsum Returns
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.25% | 11.06% |
| 3 Year | 12.97% | 9.27% |
| 5 Year | - | 9.6% |
Risk Management
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.59% | 15.84% |
| Sharp | 1.07% | 0.46% |
| Beta | 1.09% | - |
| Alpha | -2.08% | - |
Fund Managers
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Amit Nigam |
| Total AUM | ₹434274 Cr | ₹14602 Cr |
| Funds Managed | 43 | 13 |
| SBI US Specific Equity Active FoF - Regular Plan - Growth | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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