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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹236.7043
+0.25%
(2 Apr)
AUM
5,526 Cr
TER
1.3%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+1.3%
+0.8%
-0.3%
-1.9%
-3.4%
-5.2%
3Y
+13.4%
+12.7%
+14.6%
+11.4%
+11.0%
+15.1%
5Y
+10.2%
+9.7%
+18.7%
+10.1%
+9.6%
+12.0%
ALL
+11.1%
+10.4%
+23.9%
+12.7%
+12.4%
+14.2%
VOL
14.5%
14.1%
17.4%
15.7%
-
12.4%
TER
1.4%
0.9%
0.9%
1.3%
-
1.0%
AUM
₹592 Cr
₹810 Cr
₹257 Cr
₹5,526 Cr
-
₹1,400 Cr
INFO
0.77
0.74
1.38
0.81
-
1.15
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 28th Feb
Top holdings
HDFC Bank Ltd
8.7%
ICICI Bank Ltd
8.5%
State Bank of India
5.6%
Axis Bank Ltd
5.2%
Larsen & Toubro Ltd
5.1%
Infosys Ltd
5.0%
Maruti Suzuki India Ltd
4.1%
Kotak Mahindra Bank Ltd
3.9%
Bajaj Finance Ltd
3.8%
UltraTech Cement Ltd
3.7%
Top industry exposure
Financial Services
37.2%
Consumer Cyclical
18.1%
Industrials
13.8%
Basic Materials
11.9%
Technology
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
22%
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

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