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SBI US Specific Equity Active FoF - Regular Plan - Growth

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Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

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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	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Fund	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹1060 Cr	₹147 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	22 Mar 2021	07 Feb 2014
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	MSCI Europe
Turn Over	37%	370%
Expense Ratio	1.6	2.33
Manager	Pradeep Kesavan	Bhavesh Jain
ISIN Code	INF200KA1T96	INF843K01GJ1
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	Edelweiss Europe Dynamic Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
1 Month	2.27%	0.53%
6 Month	24.63%	17.29%
1 Year	21.94%	26.07%
3 Year	24.12%	24.25%
5 Year	-	16.07%

SIP Return Analysis

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
6 Month	14.67%	7.48%
1 Year	33.49%	39.6%
3 Year	25.59%	23.89%
5 Year	-	17.73%

Rolling Lumpsum Returns

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
1 Year	12.93%	8.64%
3 Year	12.74%	6.76%
5 Year	-	7.3%

Risk Management

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Standard Deviation	16.32%	14.53%
Sharp	0.89%	1.07%
Beta	1.08%	-
Alpha	-2.76%	-

Fund Managers

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Name	Pradeep Kesavan	Bhavesh Jain
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	22
	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

Market Cap

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Others	100	100

Sector Allocation

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Others	100	100

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