How to Invest in SBI US Specific Equity Active FoF Direct Growth?

You can easily invest in SBI US Specific Equity Active FoF Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for SBI US Specific Equity Active FoF Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in SBI US Specific Equity Active FoF Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI US Specific Equity Active FoF Direct Growth provide?

The SBI US Specific Equity Active FoF Direct Growth has been there from 22 Mar 2021 and the average annual returns provided by this fund is 29.87% since its inception.

How much expense ratio is charged by SBI US Specific Equity Active FoF Direct Growth?

The term Expense Ratio used for SBI US Specific Equity Active FoF Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of SBI US Specific Equity Active FoF Direct Growth is 0.98% as of 19 Jan 2026...

What is the AUM of SBI US Specific Equity Active FoF Direct Growth?

The AUM, short for Assets Under Management of SBI US Specific Equity Active FoF Direct Growth is ₹1,096.86Cr as of 19 Jan 2026.

How to Redeem SBI US Specific Equity Active FoF Direct Growth?

If you want to sell your SBI US Specific Equity Active FoF Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of SBI US Specific Equity Active FoF Direct Growth?

You can select either SIP or Lumpsum investment of SBI US Specific Equity Active FoF Direct Growth based on your investment objective and risk tolerance.

What is the NAV of SBI US Specific Equity Active FoF Direct Growth?

The NAV of SBI US Specific Equity Active FoF Direct Growth is ₹22.78 as of 16 Jan 2026.

What is the PE and PB ratio of SBI US Specific Equity Active FoF Direct Growth?

The PE ratio ratio of SBI US Specific Equity Active FoF Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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SBI US Specific Equity Active FoF Direct Growth

Name: SBI US Specific Equity Active FoF Direct Growth
Brand: SBI Mutual Fund

Equity

International

Very High Risk

+26.44%

3Y annualised

+1.52% 1D

All

NAV: 16 Jan '26

₹22.78

Min. SIP amount

Not Supported

Fund size

₹1,096.86 Cr

Expense ratio

0.98%

Holdings (1)

Name	Sector	Instruments	Assets
Amundi Funds US Pioneer Fund -I15 USD CAP	Financial	Foreign MF	97.36%

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	6M	1Y	3Y	All
Fund returns	+20.4%	+29.9%	+26.4%	+18.6%
Category average (Equity International)	+19.3%	+29.5%	+23.8%	--
Rank (Equity International)	--	25	15	--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within one year

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.

Check past data

Fund management

RS
Rohit Shimpi
Feb 2025 - Present
View details

Education

Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.

Experience

Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.

Also manages these schemes

SBI Retirement Benefit Fund Aggressive Plan Direct Growth

SBI US Specific Equity Active FoF Direct Growth

SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth

SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Growth

SBI ESG Exclusionary Strategy Fund Direct Plan Growth

SBI Retirement Benefit Fund Conservative Plan Direct Growth

SBI PSU Direct Plan Growth

About SBI US Specific Equity Active FoF Direct Growth

SBI US Specific Equity Active FoF Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Rohit Shimpi is the Current Fund Manager of SBI US Specific Equity Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,56,070 Cr and the Latest NAV as of 16 Jan 2026 is ₹22.78. The SBI US Specific Equity Active FoF Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within one year ;

Investment Objective

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.

Fund benchmarkS&P 500 Total Return Index

Scheme Information Document(SID)