SBI ESG Exclusionary Strategy Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹260.2266
-0.94%
(23 Jan)
AUM
5,707 Cr
TER
1.33%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.3%
+6.3%
+6.2%
+6.0%
+5.7%
+2.9%
3Y
+17.1%
+14.1%
+15.3%
+19.1%
+13.9%
+15.4%
5Y
+13.7%
+13.1%
+10.6%
+15.0%
+12.9%
+23.1%
ALL
+14.0%
+13.7%
+15.1%
+17.4%
+13.8%
+27.0%
VOL
14.2%
-
14.5%
12.1%
15.6%
17.2%
TER
1.4%
-
1.3%
1.0%
1.3%
0.9%
AUM
₹622 Cr
-
₹1,204 Cr
₹1,491 Cr
₹5,707 Cr
₹269 Cr
INFO
0.99
-
1.04
1.45
0.88
1.57
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI ESG Exclusionary Strategy (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
8.0%
Axis Bank Ltd
5.1%
Infosys Ltd
5.0%
Larsen & Toubro Ltd
4.7%
Maruti Suzuki India Ltd
4.5%
State Bank of India
4.4%
Kotak Mahindra Bank Ltd
4.0%
UltraTech Cement Ltd
3.4%
Treps
3.3%
Top industry exposure
Financial Services
35.0%
Consumer Cyclical
17.6%
Industrials
12.5%
Basic Materials
11.5%
Technology
9.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
23%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The objective of the scheme is to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.
Fund manager(s)
Rohit Shimpi

FAQs