SBI US Specific Equity Active FoF - Regular Plan - Growth
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Fund | SBI US Specific Equity Active FoF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1094 Cr | ₹3612 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Mar 2021 | 05 Mar 2020 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | Russel 1000 Equal Weighted Technology |
| Turn Over | 37% | 18% |
| Expense Ratio | 1.6 | 2.35 |
| Manager | Pradeep Kesavan | Bhavesh Jain |
| ISIN Code | INF200KA1T96 | INF754K01LC5 |
| 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 US Technology Equity FOF - 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 US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 7.11% | 9.51% |
| 6 Month | 23.38% | 17.45% |
| 1 Year | 27.39% | 22.03% |
| 3 Year | 25.95% | 38.46% |
| 5 Year | - | 12.53% |
SIP Return Analysis
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 7.4% | 3.19% |
| 1 Year | 40.6% | 30.44% |
| 3 Year | 27.33% | 30.16% |
| 5 Year | - | 22.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 14.25% | 29.1% |
| 3 Year | 12.97% | 10.39% |
| 5 Year | - | 17.48% |
Risk Management
| Scheme Name | SBI US Specific Equity Active FoF - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 14.59% | 25.27% |
| 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 US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 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 US Technology Equity Fund of Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
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