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
₹1,150 Cr
N/A
2.33
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 | 0.34 | -0.26 | 8.60 |
| 6M | 4.60 | 1.66 | 25.95 |
| 1Y | 10.13 | 4.24 | 61.94 |
| 3Y | 18.12 | 13.21 | 196.29 |
Portfolio Analysis
- Equity: 94.57%
- Debt: 5.43%
- 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 ₹1,150 Crore. The fund benchmarks its performance against the Nifty Commodities Total Return while maintaining an expense ratio of 2.33. 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 |
|---|---|---|---|
| Tata Resources & Energy Fund Growth | 2 | 1361.2 CR | 2.24 |
| Nippon India US Equity Opportunities Fund Growth | 2 | 767.22 CR | 2.45 |
| SBI Comma Fund Growth | 2 | 1150.18 CR | 2.33 |
| LIC MF Gold ETF Growth | 0 | 1344.68 CR | 0.45 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4010.66 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Resources & Energy Fund Growth | 6.5379 | 61.1341 |
| This FundNippon India US Equity Opportunities Fund Growth | 18.7551 | 61.4106 |
| This FundSBI Comma Fund Growth | 10.1335 | 64.7912 |
| This FundLIC MF Gold ETF Growth | 43.9738 | 133.797 |
| This FundUTI Gold Exchange Traded Fund Growth | 43.4878 | 134.2322 |
SBI Comma Fund Growth FAQs
- 1 Month : 0.34%
- 6 Months : 4.60%
- 1 Year : 10.13%
- 3 Years : 18.12%
