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SBI US Specific Equity Active FoF - Regular Plan - Growth

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PGIM India Global Equity Opportunities Fund of Fund - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Fund	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹1060 Cr	₹1497 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	22 Mar 2021	13 May 2010
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	MSCI All Country World TRI
Turn Over	37%	34%
Expense Ratio	1.6	2.36
Manager	Pradeep Kesavan	Ojasvi Khicha
ISIN Code	INF200KA1T96	INF223J01AU8
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	PGIM India Global Equity Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
1 Month	3.8%	5.21%
6 Month	24.1%	20.57%
1 Year	24.06%	13.83%
3 Year	21.84%	20.72%
5 Year	-	10.34%

SIP Return Analysis

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
6 Month	14.67%	12.07%
1 Year	33.49%	21.55%
3 Year	25.59%	20.41%
5 Year	-	13.32%

Rolling Lumpsum Returns

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
1 Year	12.93%	11.32%
3 Year	12.74%	9.42%
5 Year	-	10.2%

Risk Management

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Standard Deviation	16.32%	17.45%
Sharp	0.89%	0.76%
Beta	1.08%	1.04%
Alpha	-2.76%	-1.48%

Fund Managers

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Name	Pradeep Kesavan	Ojasvi Khicha
Total AUM	₹434274 Cr	₹10599 Cr
Funds Managed	43	7
	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth

Market Cap

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Others	100	100

Sector Allocation

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Others	100	100

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