MF
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Fund of Funds (Overseas)

SBI US Specific Equity Active FoF · Direct · Growth

SBI Mutual Fund

NAV

₹24.7286

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+25.74%
3Y
+24.73%
5Y
+16.76%
Since Inception
+18.20%

SIP returns (XIRR)

1Y
+22.57%
3Y
+25.84%
5Y
+22.34%
Since Inception
+21.64%

Returns calculated from 22 March 2021 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseSBI Mutual Fund
CategoryFund of Funds (Overseas)
Launch Date01 Mar 2021
AMFI Code148760
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadExit Load - 1% for redemption/switch out on or before 1 year from the date of allotment;; Nil for redemption or switch-out after 1 years from the date of allotment. STT @ 0.001% is applicable at the time of redemption / switch.

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

SBI US Specific Equity Active FoF · Direct · 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 · Direct · Growth is a Fund of Funds (Overseas) mutual fund offered by SBI Mutual Fund. The fund has been operational for over 5 years.

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
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