Fund of Funds (Overseas)regulargrowth
SBI US Specific Equity Active FoF- Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-3.34%
1 Month-5.91%
3 Months-1.62%
6 Months+6.49%
1 Year+36.87%
3 Years (CAGR)+23.74%
5 Years (CAGR)+15.67%
10 Years (CAGR)—
Since Inception (Mar 2021)+15.90%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+21.15%
3 Year SIP+22.03%
5 Year SIP—
Since Inception (Mar 2021)+18.41%
Fund Details
Fund HouseSBI Mutual Fund
CategoryFund of Funds (Overseas)
Plan Typeregular
Optiongrowth
AUM₹1,153 Cr
Expense Ratio1.64%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date30 Mar 2021
AMFI Code148762
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
SBI US Specific Equity Active FoF- Regular Plan - Growth by SBI Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.
About This Fund
SBI US Specific Equity Active FoF- Regular Plan - Growth is a Fund of Funds (Overseas) mutual fund offered by SBI Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹1,153 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.64%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations