The scheme seeks to provide long term capital appreciation by investing in units of one or more actively managed overseas equity oriented schemes predominantly investing in US markets.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Rohit Shimpi
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of SBI US Specific Equity Active FoF is ₹24.48 as of 2026-08-27.
SBI US Specific Equity Active FoF is classified as a International fund.
The Assets Under Management (AUM) of SBI US Specific Equity Active FoF is ₹1,209.58 Cr.
The expense ratio of SBI US Specific Equity Active FoF is 1.64%.
SBI US Specific Equity Active FoF is managed by Rohit Shimpi.
The minimum SIP investment for SBI US Specific Equity Active FoF is ₹500.
The exit load for SBI US Specific Equity Active FoF is 1%.
As per the SEBI Riskometer, SBI US Specific Equity Active FoF carries a Very High risk level.
SBI US Specific Equity Active FoF has delivered 28.08% (1Y), 26.58% (3Y) and 16.2% (5Y) annualised returns as of 2026-08-27.
SBI US Specific Equity Active FoF was launched on 1987-06-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
