Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Invest Now

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 Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund SBI US Specific Equity Active FoF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹1006 Cr ₹123 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Mar 2021 22 Aug 2007
Category International International
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE India Bond Index
Turn Over 37% 25%
Expense Ratio 1.6 2.31
Manager Pradeep Kesavan Rohit Seksaria
ISIN Code INF200KA1T96 INF903J01EX1
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 Sundaram Global Brand Fund - 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 Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month 5.97% 2.88%
6 Month 11.23% 3.96%
1 Year 17.02% 17.27%
3 Year 19.33% 16.46%
5 Year - 13.24%

SIP Return Analysis

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month 15.64% 7.73%
1 Year 30.72% 20.21%
3 Year 25.56% 17.84%
5 Year - 13.47%

Rolling Lumpsum Returns

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year 12.93% 10.77%
3 Year 12.74% 7.86%
5 Year - 6.5%

Risk Management

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation 17.26% 15.01%
Sharp 0.81% 0.77%
Beta 1.08% -
Alpha -2.71% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI US Specific Equity Active FoF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Name Pradeep Kesavan Rohit Seksaria
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 15
SBI US Specific Equity Active FoF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

Scheme Name

SBI US Specific Equity Active FoF - Regular Plan - Growth

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Others 100 100

Sector Allocation

Scheme Name

SBI US Specific Equity Active FoF - Regular Plan - Growth

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Others 100 100

Top Comparisons

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns8.3%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns7.03%

VS

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

3Y Returns7.21%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns21.36%

VS

DSP Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth

3Y Returns20.73%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns19.76%

VS

HDFC Multi-Asset Fund - Growth Option HDFC Multi-Asset Fund - Growth Option

3Y Returns14.29%

Compare Now
Add to Cart Successfully