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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹271.8432
+0.25%
(4 Dec)
AUM
5,720 Cr
TER
1.35%
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
+4.8%
+4.8%
+3.8%
+2.9%
+2.2%
-2.5%
3Y
+14.3%
+19.5%
+14.0%
+15.2%
+13.6%
+15.3%
5Y
NA
+17.7%
+15.9%
NA
+16.0%
+27.0%
ALL
+13.9%
+18.9%
+14.3%
+14.8%
+14.9%
+28.7%
VOL
13.8%
12.1%
15.7%
14.3%
-
17.2%
TER
0.9%
1.0%
1.4%
1.4%
-
0.9%
AUM
₹866 Cr
₹1,528 Cr
₹5,720 Cr
₹617 Cr
-
₹274 Cr
INFO
1.01
1.57
0.91
1.04
-
1.67
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 Oct
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
7.7%
Infosys Ltd
5.0%
Axis Bank Ltd
4.9%
Larsen & Toubro Ltd
4.6%
Maruti Suzuki India Ltd
4.4%
State Bank of India
4.0%
Kotak Mahindra Bank Ltd
3.8%
UltraTech Cement Ltd
3.4%
Reliance Industries Ltd
2.9%
Top industry exposure
Financial Services
34.8%
Consumer Cyclical
16.2%
Industrials
13.0%
Technology
11.1%
Basic Materials
9.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
15%
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