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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹250.1781
-1.60%
(11 Mar)
AUM
5,526 Cr
TER
1.34%
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
+9.7%
+9.7%
+9.3%
+6.9%
+6.7%
+5.2%
3Y
+16.1%
+14.0%
+15.2%
+13.6%
+13.3%
+17.6%
5Y
+20.6%
+10.7%
+11.0%
+11.2%
+11.0%
+13.1%
ALL
+25.4%
+11.6%
+12.4%
+12.5%
+13.3%
+15.8%
VOL
17.2%
13.8%
14.2%
-
15.6%
12.1%
TER
0.9%
0.9%
1.4%
-
1.3%
1.0%
AUM
₹252 Cr
₹810 Cr
₹592 Cr
-
₹5,526 Cr
₹1,400 Cr
INFO
1.47
0.84
0.87
-
0.85
1.30
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
9.1%
ICICI Bank Ltd
8.3%
Infosys Ltd
6.3%
Axis Bank Ltd
5.1%
State Bank of India
5.0%
Larsen & Toubro Ltd
4.7%
Maruti Suzuki India Ltd
4.1%
Kotak Mahindra Bank Ltd
3.8%
UltraTech Cement Ltd
3.8%
Bajaj Finance Ltd
3.5%
Top industry exposure
Financial Services
36.5%
Consumer Cyclical
17.0%
Industrials
12.8%
Basic Materials
12.1%
Technology
10.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
23%
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