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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹271.4410
+0.27%
(1 Jan)
AUM
5,769 Cr
TER
1.33%
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
+8.1%
+7.5%
+5.4%
+5.1%
+4.3%
+4.2%
3Y
+15.2%
+20.9%
+17.1%
+14.9%
+16.8%
+15.4%
5Y
+14.6%
+16.5%
+14.6%
+14.5%
+25.4%
+11.7%
ALL
+14.2%
+18.6%
+14.7%
+14.1%
+28.6%
+15.7%
VOL
15.6%
12.0%
14.2%
-
17.1%
14.5%
TER
1.3%
1.0%
1.4%
-
0.9%
1.3%
AUM
₹5,769 Cr
₹1,512 Cr
₹622 Cr
-
₹273 Cr
₹1,224 Cr
INFO
0.91
1.54
1.03
-
1.68
1.09
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 Nov
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
8.2%
Axis Bank Ltd
5.1%
Infosys Ltd
5.0%
Larsen & Toubro Ltd
4.6%
State Bank of India
4.4%
Maruti Suzuki India Ltd
4.2%
Kotak Mahindra Bank Ltd
3.8%
UltraTech Cement Ltd
3.3%
Asian Paints Ltd
3.0%
Top industry exposure
Financial Services
36.0%
Consumer Cyclical
17.3%
Industrials
12.7%
Basic Materials
11.3%
Technology
9.2%
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

FAQs