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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)	₹1094 Cr	₹182 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	5.04%	6.51%
6 Month	21.78%	14.23%
1 Year	28.3%	44.26%
3 Year	26.1%	22.12%
5 Year	-	15.43%

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	8.86%	8.82%
1 Year	40.88%	38.56%
3 Year	26.96%	25.97%
5 Year	-	19.74%

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	14.25%	9.18%
3 Year	12.97%	6.96%
5 Year	-	7.55%

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	14.59%	12.66%
Sharp	1.07%	1.10%
Beta	1.09%	-
Alpha	-2.08%	-

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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