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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹259.9701
+0.36%
(16 May)
AUM
5,556 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
+18.1%
+16.4%
+10.8%
+10.4%
+9.2%
+4.9%
3Y
+23.8%
+18.1%
+17.3%
+18.5%
+18.4%
+22.9%
5Y
NA
NA
+22.0%
+23.5%
NA
NA
ALL
+20.4%
+15.3%
+15.9%
+14.6%
+14.4%
+31.8%
VOL
12.5%
14.8%
-
15.9%
14.3%
17.7%
TER
1.1%
1.4%
-
1.3%
0.9%
0.9%
AUM
₹1,488 Cr
₹622 Cr
-
₹5,556 Cr
₹864 Cr
₹284 Cr
INFO
1.63
1.04
-
0.92
1.01
1.80
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 Apr
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
8.4%
Infosys Ltd
5.2%
Axis Bank Ltd
4.9%
Larsen & Toubro Ltd
4.4%
Kotak Mahindra Bank Ltd
4.1%
UltraTech Cement Ltd
3.7%
Tata Consultancy Services Ltd
3.6%
Maruti Suzuki India Ltd
3.6%
Reliance Industries Ltd
3.6%
Top industry exposure
Financial Services
36.4%
Consumer Cyclical
15.6%
Technology
13.4%
Industrials
12.7%
Basic Materials
5.6%
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