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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹259.1974
-0.59%
(13 Jun)
AUM
5,715 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
+14.0%
+9.5%
+5.3%
+4.7%
+2.7%
-0.7%
3Y
+24.3%
+19.7%
+18.7%
+18.6%
+19.7%
+24.7%
5Y
NA
NA
+21.1%
+21.5%
NA
NA
ALL
+20.1%
+15.2%
+15.6%
+14.5%
+14.1%
+31.9%
VOL
12.4%
14.7%
-
15.9%
14.2%
17.6%
TER
1.1%
1.4%
-
1.3%
0.9%
0.9%
AUM
₹1,525 Cr
₹637 Cr
-
₹5,715 Cr
₹875 Cr
₹299 Cr
INFO
1.62
1.03
-
0.91
0.99
1.81
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 Apr
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
8.4%
Infosys Ltd
5.2%
Axis Bank Ltd
4.9%
Larsen & Toubro Ltd
4.4%
Kotak Mahindra Bank Ltd
4.1%
UltraTech Cement Ltd
3.7%
Tata Consultancy Services Ltd
3.6%
Maruti Suzuki India Ltd
3.6%
Reliance Industries Ltd
3.6%
Top industry exposure
Financial Services
36.4%
Consumer Cyclical
15.6%
Technology
13.4%
Industrials
12.7%
Basic Materials
5.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
15%
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