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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹261.7927
-0.06%
(11 Sep)
AUM
5,605 Cr
TER
1.34%
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
-0.0%
-0.3%
-0.6%
-1.3%
-3.1%
-12.1%
3Y
+20.1%
+13.5%
+15.2%
+14.3%
+13.6%
+15.3%
5Y
NA
+18.5%
NA
+19.2%
+17.2%
NA
ALL
+19.3%
+14.3%
+14.0%
+16.6%
+14.5%
+29.5%
VOL
12.3%
15.8%
14.0%
15.7%
-
17.4%
TER
1.0%
1.3%
0.9%
0.8%
-
0.9%
AUM
₹1,477 Cr
₹5,605 Cr
₹850 Cr
₹106 Cr
-
₹273 Cr
INFO
1.57
0.90
1.00
1.06
-
1.69
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 Jul
Top holdings
HDFC Bank Ltd
9.9%
ICICI Bank Ltd
8.6%
Infosys Ltd
5.1%
Larsen & Toubro Ltd
4.7%
Axis Bank Ltd
4.3%
Treps
4.0%
UltraTech Cement Ltd
3.8%
Maruti Suzuki India Ltd
3.6%
Kotak Mahindra Bank Ltd
3.6%
Reliance Industries Ltd
3.5%
Top industry exposure
Financial Services
35.3%
Industrials
14.6%
Consumer Cyclical
14.6%
Technology
12.2%
Basic Materials
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
13%
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