Skip to main content

SBI INTERNATIONAL ACCESS:US EQUITY FOF.

SBI INTERNATIONAL ACCESS US EQUITY FOF..


According to a presentation from SBI MF, the underlying fund has delivered returns of 16.27% (CAGR) in euro terms, beating its benchmark S&P 500 Index return of 16.16% (as of 31st January 2021)

Investment Objective:-The scheme seeks to provide long term capital appreciation by investing in unit’s of one or more mutual fund schemes/ETF’s which are overseas and predominantly in US Market.However there can Be No Surity that scheme Invesment objective achieved





Issue Open From:-1-Mar-2021

Issue Closing On :-15-Mar-2021

Fund Manager:--Mr.Harsh Sethi

Min.invest.:-5,000 Lumpsum

Min.SIP:-1,000

Benchmark:-S&P 500 INDEX

ABOUT AMUNDI

Amundi is Europe’s largest asset manager by assets under management and ranks in the top Globally. It manages €1,487 billion of assets2

 Across six main investment hubs3. Amundi

Offers its clients in Europe, Asia-Pacific, the Middle East and the Americas a wealth of market Expertise and a full range of capabilities across the active, passive and real assets investment

Universes. Clients also have access to a complete set of services and tools. Headquartered In Paris, Amundi was listed in November 2015.

Objective:

The objective of Amundi Funds – US Pioneer Fund is to increase the value of your investment Over the recommended holding period. The Sub-Fund invests mainly in a broad range of Equities of companies that are based in, or do most of their business in, the U.S.A. The Sub-Fund may invest up to 20% of its assets, at the time of purchase, in securities of non-U.S. Companies. The Sub-Fund aims for an improved environmental footprint and sustainability Profile compared to the benchmark index by integrating ESG (environmental, social and Corporate governance) factors

Exit Load:-If Redeem Before 1 year 1% Exit Load Applicable

Risk:-Very High

Investment in Unit’s Of Amundi Funds:-95-100%

In Debt&Money Market Instruments:-0-5%.

Suitable For:-

• Looking For Capital Appreciation

• Invesment in Unit’s of US Focused Overseas Fund.

• View of Invesment Min.4-7 Years.

Investors Should consult with their Financial Advisor Before Invest

“Typically, most investments of Indian investors happen in Indian stocks. Global investments will offer strong diversification benefits. The underlying fund has most of today’s fast-growing tech companies and follows a strict environmental, social, governance (ESG) philosophy,” said D.P. Singh, chief business officer, SBI Mutual Fund.

Rupee depreciation against the dollar tends to enhance the returns of international funds.

 Shah also warned that some of the strong performance of international funds in the recent past may not be repeated. Over the past decade, the Nasdaq index has delivered returns of around 25% CAGR in rupee terms.


Comments

Post a Comment

Popular posts from this blog

Groww Nifty India Internet ETF FoF NFO: A Gateway to India’s Digital Revolution

  🌐 Groww Nifty India Internet ETF FoF NFO: A Gateway to India’s Digital Revolution         What’s Inside the NFO? Launch Dates: Opens June 13, 2025 and closes June 27, 2025  . Minimum Investment: ₹ 500; no exit load  . Offer Price: Units offered at ₹ 10 during NFO  . Scheme Type: Fund of Funds (FoF) investing in Groww Nifty India Internet ETF (‘the ETF’)  . Fund Managers: Nikhil Satam, Aakash Chauhan & Shashi Kumar  . Investment Objective The scheme aims for long-term capital growth by mirror‑investing at least 95% in the ETF, which itself replicates the Nifty India Internet Index – TRI  . Assets not invested in the ETF may be directed to debt or money market instruments (up to 5%) . Why the Internet Index? 21 companies across e‑commerce, fintech, digital travel, stockbroking, online media, etc.  . Index is market‑cap weighted (capped at 20% per stock), rebalanced quarterly and reconstituted s...
Post a Comment
Read more

AXIS MUTUAL FUND TO LAUNCHAXIS TECHNOLOGY ETF

  Axis Mutual Fund Launching it's Technology Fund Category Average Returns in Last 6 Months is 26.30% An Open-Ended Exchange Traded Fund tracking NIFTY IT INDEX. Issue Open From:-18-Mar-2021 Issue Closing On:-23-Mar-2021 Fund Manager:- Mr.Jinesh Gopani Mr.Viresh Joshi Benchmark:- NIFTY IT TRI Expense Ratio:-Upto 1% Exit Load:-Nil Invesment Objective :-The Scheme Seeks to provide returns Before expenses that closely correspond to the Total Return of NIFTY IT INDEX, subject To Tracking Error. Read The Scheme Information Documents Risk:- High Suitable For:- Long Term Wealth Creation Invest In IT Sector Fund How will The Scheme Allocates Its Assets.. 95%-100% Equity Instruments coveted By constituting NIFTY IT INDEX 0-5% In Debt&Money Market Instruments. Performance Of Existing Schemes:- 1.ICICI PRUDENTIAL IT ETF:- 3 Months:-14.67% 6 Months:-33.47% 2.SBI IT ETF:- 1 Month:-2.91% 3 Month:-15.16%
Post a Comment
Read more

ICICI PRUDENTIAL FIXED MATURITY plan- series 87

      Hello everyone Today I discusse with you  a NFO of ICICI PRUDENTIAL FIXED MATURITY SCHEME so Let's Start on our conversation.       Scheme Name:-ICICI PRUDENTIAL FIXED MATURITY PLAN SERIRES 87-1127 Days plan          Objective  of scheme:- The investment objective of scheme is to seek to generate income by investing  in a portfolio of fixed income securities/debt instruments maturing on or before the maturity of the scheme.     Scheme Type:- Close ended      Scheme catagory:-Income         NFO launch date:-12 march 2020                NFO closure Date:-25 march 2020        Indicate Load:- Entry load not applicable.Exit load since the scheme will be listed on stock exchange,exit load will not be applicable.       Minimum subscription amount:- 5000      Sourc...
Post a Comment
Read more