SBI US Specific Equity Active FoF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI US Specific Equity Active FoF Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,227 Cr
Lock In Period
N/A
Expense Ratio
1.64
Exit Load
For exit on or before 1 year from the date of allotment - 1.00%For exit after 1 year from the date of allotment - Nil.
Benchmark
N/A
SBI US Specific Equity Active FoF Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.95 | -1.40 | 4.01 |
| 6M | 11.93 | 2.29 | 12.29 |
| 1Y | 22.98 | 3.11 | 23.78 |
| 3Y | 27.39 | 14.08 | 110.97 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-08-31
View allocation % by
About Fund SBI US Specific Equity Active FoF Growth
SBI US Specific Equity Active FoF Growth managed by SBI Mutual Fund,is a Internationalscheme with Assets Under Management of ₹1,227 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.64. Under the expert guidance of Rohit Shimpi ,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
Rohit Shimpi
Mr. Rohit Shimpi is a B. Com., PGDBM (Finance), CFA. Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| DSP US Specific Debt Passive FoF Growth | 0 | 67 CR | 0.23 |
| Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 0 | 135 CR | 0.17 |
| Kotak International REIT Overseas Equity Active FOF - Growth | 0 | 103 CR | 1.36 |
| Baroda BNP Paribas Aqua Fund of Fund Growth | 0 | 69 CR | 1.58 |
| SBI US Specific Equity Active FoF Growth | 2 | 1,227 CR | 1.64 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP US Specific Debt Passive FoF Growth | 5.488 | 0 |
| This FundAditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FOF Growth | 6.85 | 0 |
| This FundKotak International REIT Overseas Equity Active FOF - Growth | -1.6626 | 33.4928 |
| This FundBaroda BNP Paribas Aqua Fund of Fund Growth | 8.0107 | 51.496 |
| This FundSBI US Specific Equity Active FoF Growth | 22.9806 | 106.7554 |
SBI US Specific Equity Active FoF Growth FAQs
SBI US Specific Equity Active FoF Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI US Specific Equity Active FoF Growth is 1.64. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI US Specific Equity Active FoF Growth’s fund performance is as follows:
- 1 Month : 3.95%
- 6 Months : 11.93%
- 1 Year : 22.98%
- 3 Years : 27.39%
You can invest in SBI US Specific Equity Active FoF Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI US Specific Equity Active FoF Growth is ₹1,227 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI US Specific Equity Active FoF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
