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

SBI ESG Exclusionary Strategy IDCW Reinvest Direct Plan

NAV
₹87.1090
+2.08%
(25 Mar)
AUM
5,526 Cr
TER
1.3%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+1.6%
+1.6%
+1.2%
+1.2%
-1.4%
-2.5%
3Y
+14.8%
+14.8%
+16.6%
+16.6%
+13.1%
+12.8%
5Y
+11.4%
+11.4%
+20.0%
+20.0%
+11.6%
+10.9%
ALL
+11.5%
+11.5%
+24.5%
+24.5%
+13.0%
+12.3%
VOL
15.2%
15.2%
17.3%
17.3%
17.2%
-
TER
1.4%
1.4%
0.9%
0.9%
1.3%
-
AUM
₹592 Cr
₹592 Cr
₹257 Cr
₹257 Cr
₹5,526 Cr
-
INFO
0.76
0.76
1.41
1.41
0.76
-
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 IDCW Reinvest (DR)
₹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
8.7%
ICICI Bank Ltd
8.5%
State Bank of India
5.6%
Axis Bank Ltd
5.2%
Larsen & Toubro Ltd
5.1%
Infosys Ltd
5.0%
Maruti Suzuki India Ltd
4.1%
Kotak Mahindra Bank Ltd
3.9%
Bajaj Finance Ltd
3.8%
UltraTech Cement Ltd
3.7%
Top industry exposure
Financial Services
37.2%
Consumer Cyclical
18.1%
Industrials
13.8%
Basic Materials
11.9%
Technology
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
22%
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