SBI US Specific Equity Active FoF - Regular Plan - Growth
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Chart Comparison
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% | - |
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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 |
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