SBI US Specific Equity Active FoF (G)

SBI US Specific Equity Active FoF (G)

Other | FoFs Overseas
Returns 37.82% annually for last 1 yr
NAV on 18 Jun 2026₹24.08
Min SIP Amount₹500

About SBI US Specific Equity Active FoF (G)

SBI US Specific Equity Active FoF (G) has an Asset Under Management (AUM) of Rs. 1266.27 Cr as on 2026-06-18. The fund has an expense ratio of 1.58, which is quite reasonable as compared to most other Other mutual fund schemes.

Key features of SBI US Specific Equity Active FoF (G)

SBI US Specific Equity Active FoF (G) is a Other mutual fund scheme from SBI Mutual Fund. This fund has been launched on 2021-03-01. The sub-category of this fund is FoFs Overseas. The 1-year, 3-year and 5-year returns of this fund were 37.82, 26.36 and 16.98 respectively.

Fund age
5 years3 months
AUM
₹ 1,266.27 Cr
Lock-in Period
0
Exit Load
1.00% - For exit within 1 year from the date of allotment. NIL - For exit after 1 year from the date of allotment.
Expense ratio
1.58%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

Tenure (in years)

years

Expected Return

%

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Amundi Funds US Pioneer Fund -I15 USD CAPDebt Others
97.62%
TREPSDebt Others
2.57%
Net CA & OthersDebt Others
-0.19%

Frequently Asked Questions

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