OtherFoF OverseasDirect · Growth
SBI US Specific Equity Active FoF - Direct Plan - Growth
SBI · Scheme 148760
₹25.47▲ 1.27%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
26.6%
Risk (SEBI)
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Min SIP
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Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.89% |
| 3 Months | +0.52% |
| 6 Months | +12.15% |
| 1 Year | +29.87% |
| 3 Years (CAGR) | +26.59% |
| 5 Years (CAGR) | +17.60% |
| 10 Years (CAGR) | — |
| Since Launch | +19.03% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns88
Consistency94
Risk-adjusted41
Downside protection77
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +26.6%
- ✓ 3Y CAGR vs category: +3.3% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 90% of windows
- ✓ Max drawdown: -22%
What to watch
- • 1Y return vs category: -2.3% vs category avg
Risk metrics
Sharpe ratio
0.72
Sortino ratio
1.07
Volatility
19.73%
Max drawdown
-21.80%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.