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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹244.5888
-0.46%
(28 Mar)
AUM
5,151 Cr
TER
1.44%
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
+13.5%
+8.7%
+6.4%
+6.3%
+5.3%
-0.2%
3Y
+18.3%
+12.3%
+11.4%
+13.0%
+11.5%
+17.1%
5Y
NA
+22.8%
NA
+24.1%
+23.6%
NA
ALL
+19.1%
+14.2%
+13.2%
+16.1%
+23.6%
+30.4%
VOL
12.2%
15.9%
14.0%
15.9%
-
17.4%
TER
1.1%
1.4%
0.9%
0.7%
-
0.9%
AUM
₹1,354 Cr
₹5,151 Cr
₹804 Cr
₹86 Cr
-
₹260 Cr
INFO
1.57
0.89
0.94
1.02
-
1.75
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
9.8%
ICICI Bank Ltd
8.1%
Infosys Ltd
6.8%
Axis Bank Ltd
4.5%
Larsen & Toubro Ltd
4.5%
Kotak Mahindra Bank Ltd
4.3%
Tata Consultancy Services Ltd
3.9%
Maruti Suzuki India Ltd
3.8%
UltraTech Cement Ltd
3.4%
Reliance Industries Ltd
3.3%
Top industry exposure
Financial Services
35.6%
Technology
16.5%
Consumer Cyclical
15.8%
Industrials
12.0%
Basic Materials
5.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
21%
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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