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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹269.8710
+0.32%
(23 Oct)
AUM
5,613 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
+5.7%
+5.2%
+4.7%
+2.3%
+1.2%
-2.7%
3Y
+21.7%
+16.9%
+15.4%
+15.3%
+16.1%
+17.5%
5Y
+19.6%
NA
+18.4%
+17.2%
+16.1%
NA
ALL
+19.6%
+14.3%
+14.4%
+14.8%
+16.3%
+29.4%
VOL
12.2%
13.9%
15.7%
-
14.7%
17.3%
TER
1.0%
0.9%
1.4%
-
1.4%
0.9%
AUM
₹1,486 Cr
₹850 Cr
₹5,613 Cr
-
₹1,189 Cr
₹277 Cr
INFO
1.61
1.03
0.92
-
1.11
1.70
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 30th Sep
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
7.9%
Infosys Ltd
4.9%
Larsen & Toubro Ltd
4.8%
Maruti Suzuki India Ltd
4.7%
Axis Bank Ltd
4.6%
UltraTech Cement Ltd
3.8%
State Bank of India
3.8%
Kotak Mahindra Bank Ltd
3.7%
Reliance Industries Ltd
3.4%
Top industry exposure
Financial Services
35.2%
Consumer Cyclical
16.5%
Industrials
13.2%
Technology
11.8%
Basic Materials
9.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
12%
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