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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹248.3986
-1.01%
(25 Apr)
AUM
5,433 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
+14.5%
+9.3%
+8.2%
+7.0%
+6.1%
+0.0%
3Y
+20.4%
+13.8%
+13.8%
+13.2%
+13.6%
+16.7%
5Y
NA
+23.2%
+22.7%
+22.6%
NA
NA
ALL
+19.8%
+16.4%
+14.2%
+22.6%
+13.6%
+31.0%
VOL
12.5%
15.9%
15.9%
-
14.2%
17.6%
TER
1.2%
0.7%
1.3%
-
0.9%
0.9%
AUM
₹1,428 Cr
₹92 Cr
₹5,433 Cr
-
₹848 Cr
₹277 Cr
INFO
1.59
1.03
0.89
-
0.96
1.76
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 (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 Mar
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
8.2%
Infosys Ltd
5.5%
Larsen & Toubro Ltd
4.7%
Axis Bank Ltd
4.6%
Kotak Mahindra Bank Ltd
4.1%
Tata Consultancy Services Ltd
3.9%
UltraTech Cement Ltd
3.7%
Maruti Suzuki India Ltd
3.5%
State Bank of India
3.5%
Top industry exposure
Financial Services
35.5%
Consumer Cyclical
15.7%
Technology
14.2%
Industrials
13.0%
Basic Materials
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
19%
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