- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1061 Cr | ₹139 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Mar 2021 | 22 Aug 2007 |
| Category | Domestic Equity FoF | Domestic Equity FoF |
| 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 | 4.08% | 3.07% |
| 6 Month | 35.63% | 24.58% |
| 1 Year | 27.62% | 26.36% |
| 3 Year | 25.37% | 21.8% |
| 5 Year | - | 15.28% |
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 | 8.02% | 7.38% |
| 1 Year | 33.1% | 25.82% |
| 3 Year | 25.06% | 19.13% |
| 5 Year | - | 14.96% |
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 | 14.25% | 10.89% |
| 3 Year | 12.97% | 7.89% |
| 5 Year | - | 6.59% |
Risk Management
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Standard Deviation | 14.75% | 12.53% |
| Sharp | 1.17% | 1.15% |
| Beta | 1.09% | - |
| Alpha | -1.52% | - |
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
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7.68%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.58%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.04%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.51%
Franklin India Opportunities Fund - Growth
3Y Returns29.84%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns17.36%
Kotak Flexicap Fund - Growth
3Y Returns16.52%
Sundaram Flexicap Fund Regular Growth
3Y Returns14.49%
