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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹255.3041
+2.09%
(22 Nov)
AUM
5,750 Cr
TER
1.31%
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
+34.2%
+30.7%
+26.1%
+24.2%
+23.0%
+22.7%
3Y
+16.6%
+22.1%
+12.5%
+11.5%
+10.7%
+11.3%
5Y
NA
NA
+18.5%
+18.5%
+16.2%
NA
ALL
+21.7%
+36.4%
+18.5%
+18.1%
+14.8%
+15.0%
VOL
12.2%
17.5%
-
16.0%
16.0%
14.1%
TER
1.0%
0.8%
-
0.8%
1.3%
0.8%
AUM
₹1,557 Cr
₹309 Cr
-
₹88 Cr
₹5,750 Cr
₹943 Cr
INFO
1.79
2.08
-
1.14
0.93
1.07
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 Aug
Top holdings
Infosys Ltd
8.7%
HDFC Bank Ltd
7.9%
ICICI Bank Ltd
7.1%
Larsen & Toubro Ltd
5.0%
Axis Bank Ltd
4.5%
Tata Consultancy Services Ltd
4.4%
UltraTech Cement Ltd
4.0%
Kotak Mahindra Bank Ltd
3.9%
Maruti Suzuki India Ltd
3.3%
State Bank of India
3.3%
Top industry exposure
Financial Services
33.7%
Technology
18.5%
Consumer Cyclical
16.6%
Industrials
13.5%
Basic Materials
6.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
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
Pradeep Kesavan

FAQs