SBI Comma Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Comma Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹1,185 Cr
N/A
2.27
For exit on or before 30 days from the date of allotment - 0.50%.For exit after 30 days from the date of allotmentNil.
Nifty Commodities Total Return
SBI Comma Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.23 | 0.72 | 15.55 |
| 6M | 3.07 | 2.99 | 65.47 |
| 1Y | 11.99 | 5.56 | 148.38 |
| 3Y | 17.53 | 15.56 | 303.80 |
Portfolio Analysis
- Equity: 97.78%
- Debt: 2.22%
- Others
About Fund SBI Comma Fund Growth
SBI Comma Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,185 Crore. The fund benchmarks its performance against the Nifty Commodities Total Return while maintaining an expense ratio of 2.27. Under the expert guidance of Dinesh Balachandran ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Dinesh Balachandran
Mr. Dinesh holds B.tech. (IIT-B) M.S. (MIT,USA), CFA Charter holder. He has over 11 years of experience in the industry primarily as Research Analyst. And is the Head – Research of SBI Funds Management Private Limited.From Aug 2004 – Dec 2011 he was a Research Analyst in Fidelity Investments, USA. After he joined in SBI Funds Management Pvt.Ltd from Mar 2012 – till date.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential US Bluechip Equity Fund Growth | 1 | 3,821 CR | 1.97 |
| ICICI Prudential Commodities Fund Growth | 5 | 4,105 CR | 1.97 |
| SBI Comma Fund Growth | 2 | 1,185 CR | 2.27 |
| HDFC Defence Fund Growth | 5 | 10,709 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 947 CR | 2.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential US Bluechip Equity Fund Growth | 23.9451 | 59.7708 |
| This FundICICI Prudential Commodities Fund Growth | 10.8797 | 60.2096 |
| This FundSBI Comma Fund Growth | 11.99 | 62.3616 |
| This FundHDFC Defence Fund Growth | 31.4041 | 174.9166 |
| This FundNippon India Taiwan Equity Fund Growth | 145.0432 | 287.4234 |
SBI Comma Fund Growth FAQs
- 1 Month : 1.23%
- 6 Months : 3.07%
- 1 Year : 11.99%
- 3 Years : 17.53%
