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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹234.3284
-0.63%
(10 Mar)
AUM
5,544 Cr
TER
1.33%
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
+8.1%
+4.6%
+3.4%
+0.9%
+0.5%
-6.8%
3Y
+17.4%
+13.8%
+11.7%
+11.6%
+12.1%
+18.7%
5Y
NA
+16.2%
+15.7%
+18.1%
+18.7%
NA
ALL
+18.3%
+13.9%
+15.6%
+18.1%
+15.5%
+29.7%
VOL
12.2%
15.9%
15.0%
-
15.9%
17.5%
TER
1.1%
1.3%
1.3%
-
0.7%
0.9%
AUM
₹1,505 Cr
₹5,544 Cr
₹1,249 Cr
-
₹92 Cr
₹260 Cr
INFO
1.50
0.88
1.04
-
0.98
1.70
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 Jan
Top holdings
HDFC Bank Ltd
8.9%
ICICI Bank Ltd
7.9%
Infosys Ltd
7.5%
Tata Consultancy Services Ltd
4.8%
Larsen & Toubro Ltd
4.7%
Axis Bank Ltd
4.1%
Kotak Mahindra Bank Ltd
4.0%
UltraTech Cement Ltd
3.6%
Maruti Suzuki India Ltd
3.6%
State Bank of India
3.4%
Top industry exposure
Financial Services
33.3%
Technology
20.7%
Consumer Cyclical
15.8%
Industrials
11.4%
Basic Materials
5.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
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
Pradeep Kesavan

FAQs