SBI US Specific Equity Active Fund of Funds
Direct · Growth ₹24.93
05 Jun 2026
NAV
18.8%
3Y CAGR
18.2%
5Y CAGR
18.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
12.26
Sharpe
-21.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.17 L | 18.9% | -29.2% | 51.5% |
| 3 Years | ₹36.00 L | ₹49.71 L | 23.1% | 5.5% | 33.3% |
| 5 Years | ₹60.00 L | ₹1.04 Cr | 23.0% | 19.3% | 25.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.9% | 14.6% | 15.6% | +4.3% |
| 3 Years | 23.1% | 11.2% | 15.7% | +11.9% |
| 5 Years | 23.0% | 10.5% | 12.4% | +12.6% |