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SBI US Specific Equity Active FoF - Regular Plan - Growth

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PGIM India Global Equity Opportunities Fund of Fund - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Fund	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹1061 Cr	₹1615 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	22 Mar 2021	13 May 2010
Category	Domestic Equity FoF	Domestic Equity FoF
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	MSCI All Country World TRI
Turn Over	37%	34%
Expense Ratio	1.6	2.36
Manager	Pradeep Kesavan	Ojasvi Khicha
ISIN Code	INF200KA1T96	INF223J01AU8
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	PGIM India Global Equity Opportunities Fund - Growth charges 0.5% 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	PGIM India Global Equity Opportunities Fund of Fund - Growth
1 Month	4.08%	1.46%
6 Month	35.63%	22.02%
1 Year	27.62%	15.14%
3 Year	25.37%	23.77%
5 Year	-	9.65%

SIP Return Analysis

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
6 Month	8.02%	7.97%
1 Year	33.1%	23.5%
3 Year	25.06%	20.37%
5 Year	-	13.87%

Rolling Lumpsum Returns

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
1 Year	14.25%	11.32%
3 Year	12.97%	9.51%
5 Year	-	10.06%

Risk Management

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Standard Deviation	14.75%	16.57%
Sharp	1.17%	0.99%
Beta	1.09%	1.08%
Alpha	-1.52%	-1.24%

Fund Managers

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Name	Pradeep Kesavan	Ojasvi Khicha
Total AUM	₹434274 Cr	₹10599 Cr
Funds Managed	43	7
	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth

Market Cap

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Others	100	100

Sector Allocation

Scheme Name	SBI US Specific Equity Active FoF - Regular Plan - Growth	PGIM India Global Equity Opportunities Fund of Fund - Growth
Others	100	100

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