The scheme seeks to provide long term capital appreciation by investing in units of one or more mutual fund schemes / ETF, which are domiciled overseas and predominantly invest in US markets.
The SBI US Specific Equity Active FoF Regular Growth has an AUM of 1090.56 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.64%. The minimum investment in SBI US Specific Equity Active FoF Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Amundi US Pioneer I15 USD Acc & Treps.
Some of the similar funds are Navi US Nasdaq100 FOF Regular Growth, DSP US Specific Equity Omni FoF Regular Plan Growth, DSP Global Innovation Overseas Equity Omni FoF Regular Growth, SBI US Specific Equity Active FoF Regular Growth, Navi US Total Stock Market Fund of Fund Regular Growth. SBI US Specific Equity Active FoF Regular Growth has a sharpe ratio of 1.18 & a standard deviation of 14.75%.
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