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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹263.5205
+0.65%
(21 Jul)
AUM
5,832 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
+10.4%
+4.5%
+2.6%
+2.4%
+1.9%
-5.0%
3Y
+22.9%
+17.1%
+16.4%
+16.1%
+17.5%
+21.1%
5Y
NA
NA
+17.9%
+19.2%
NA
NA
ALL
+20.0%
+16.2%
+15.3%
+14.5%
+14.2%
+31.2%
VOL
12.3%
13.8%
-
15.8%
14.1%
17.4%
TER
1.0%
1.0%
-
1.3%
0.9%
0.9%
AUM
₹1,549 Cr
₹491 Cr
-
₹5,832 Cr
₹893 Cr
₹305 Cr
INFO
1.62
1.17
-
0.91
1.01
1.79
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 Jun
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.1%
Infosys Ltd
5.2%
Axis Bank Ltd
4.7%
Larsen & Toubro Ltd
4.6%
Kotak Mahindra Bank Ltd
3.8%
Reliance Industries Ltd
3.6%
UltraTech Cement Ltd
3.6%
Treps
3.5%
Maruti Suzuki India Ltd
3.5%
Top industry exposure
Financial Services
35.7%
Consumer Cyclical
15.0%
Industrials
14.3%
Technology
12.7%
Basic Materials
5.6%
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