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SBI International Access-US Equity FoF(IDCW)

IDCW

OtherFoFs (Overseas)

Mid-size FundAssets Under Mgmt: ₹ 980 Cr

Very High RiskPrinciple investment will be at very high risk

17.100.92% (+0.16)

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OtherFoFs (Overseas)

Mid-size FundAssets Under Mgmt: ₹ 980 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.90	—	1.31

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.11	4.21	0.80

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 1% on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 5,000 Initial: ₹ 5,000 Incremental: ₹ 1,000

BenchmarkBenchmark
S&P 500

About FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

Peers & Comparison

Comparing 3 mutual funds from
OtherFoFs (Overseas)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI International Access-US Equity FoF(IDCW)	25.96%	12.80%	15.38%
Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW)	31.02%	8.96%	17.81%
DSP Global Innovation FoF(IDCW Reinvst)	22.34%	—	15.32%
Axis Global Equity Alpha FoF(IDCW)	20.94%	10.92%	14.97%

Price Comparison

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SBI International Access-US Equity FoF(IDCW)

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AMC Profile

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

No.of Schemes
107
Total AUM
₹ 7,72,903.93 Cr.

Fund Manager Profile

Pradeep Kesavan

AUM: ₹1,71,405.44 Cr.

Exp: 18yrs

Qualification

B.Com, MBA,CFA

Past Experience

Mr. Pradeep Kesavan Joined SBIFML in July 2021. He has over 18 years of experience in financial services sector.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

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Annual Income

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