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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹246.1131
-0.82%
(17 Jan)
AUM
5,620 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
+18.3%
+17.7%
+14.2%
+14.0%
+12.2%
+11.4%
3Y
+16.1%
+10.2%
+10.5%
+18.0%
+9.3%
+10.0%
5Y
NA
NA
+17.2%
NA
+16.7%
+15.2%
ALL
+20.6%
+17.7%
+17.4%
+34.1%
+16.7%
+14.6%
VOL
12.2%
13.5%
15.9%
17.5%
-
15.9%
TER
1.0%
1.0%
0.7%
0.9%
-
1.3%
AUM
₹1,505 Cr
₹508 Cr
₹90 Cr
₹298 Cr
-
₹5,620 Cr
INFO
1.69
1.31
1.10
1.96
-
0.92
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 Nov
Top holdings
HDFC Bank Ltd
9.0%
Infosys Ltd
8.6%
ICICI Bank Ltd
7.8%
Tata Consultancy Services Ltd
4.8%
Larsen & Toubro Ltd
4.7%
Axis Bank Ltd
4.5%
Kotak Mahindra Bank Ltd
3.8%
State Bank of India
3.5%
UltraTech Cement Ltd
3.4%
Maruti Suzuki India Ltd
3.1%
Top industry exposure
Financial Services
34.2%
Technology
21.3%
Consumer Cyclical
15.0%
Industrials
12.0%
Basic Materials
5.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
29%
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