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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹266.4912
+0.50%
(27 Jun)
AUM
5,715 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
+14.1%
+8.2%
+6.0%
+4.2%
+4.2%
+1.2%
3Y
+25.3%
+20.1%
+19.2%
+20.4%
+19.0%
+24.9%
5Y
NA
NA
+19.5%
NA
+21.1%
NA
ALL
+20.7%
+16.9%
+15.6%
+14.7%
+14.7%
+32.1%
VOL
12.4%
13.9%
-
14.2%
15.9%
17.5%
TER
1.0%
1.0%
-
0.9%
1.3%
0.9%
AUM
₹1,525 Cr
₹483 Cr
-
₹875 Cr
₹5,715 Cr
₹299 Cr
INFO
1.66
1.22
-
1.04
0.92
1.83
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 May
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
8.3%
Infosys Ltd
5.2%
Axis Bank Ltd
4.8%
Larsen & Toubro Ltd
4.7%
Kotak Mahindra Bank Ltd
3.7%
Tata Consultancy Services Ltd
3.5%
Reliance Industries Ltd
3.5%
Maruti Suzuki India Ltd
3.5%
State Bank of India
3.5%
Top industry exposure
Financial Services
35.8%
Consumer Cyclical
14.9%
Industrials
14.4%
Technology
12.7%
Basic Materials
5.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
14%
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