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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹264.1086
-0.14%
(23 Sep)
AUM
5,605 Cr
TER
1.34%
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
-2.3%
-2.6%
-2.9%
-4.4%
-6.2%
-10.5%
3Y
+21.9%
+14.9%
+16.6%
+14.5%
+15.5%
+16.6%
5Y
NA
+19.2%
NA
+17.8%
+16.9%
NA
ALL
+19.5%
+14.3%
+14.1%
+14.7%
+16.1%
+29.8%
VOL
12.2%
15.8%
14.0%
-
14.7%
17.3%
TER
1.0%
1.3%
0.9%
-
1.3%
0.9%
AUM
₹1,477 Cr
₹5,605 Cr
₹850 Cr
-
₹1,200 Cr
₹273 Cr
INFO
1.60
0.91
1.01
-
1.09
1.72
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 Aug
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
8.2%
Infosys Ltd
5.0%
Larsen & Toubro Ltd
4.7%
Maruti Suzuki India Ltd
4.3%
Axis Bank Ltd
4.3%
UltraTech Cement Ltd
3.9%
Kotak Mahindra Bank Ltd
3.6%
State Bank of India
3.5%
Reliance Industries Ltd
3.4%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
15.8%
Industrials
13.1%
Technology
12.2%
Basic Materials
8.8%
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