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

SBI ESG Exclusionary Strategy Growth Direct Plan

NAV
₹263.7300
+0.81%
(6 Oct)
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
+0.4%
-0.8%
-1.5%
-3.8%
-4.4%
-8.6%
3Y
+14.7%
+21.5%
+17.1%
+15.7%
+15.2%
+16.4%
5Y
+18.2%
NA
NA
NA
+16.8%
NA
ALL
+14.2%
+19.1%
+13.7%
+14.3%
+14.7%
+29.1%
VOL
15.7%
12.2%
13.9%
14.4%
-
17.3%
TER
1.3%
1.0%
0.9%
1.4%
-
0.9%
AUM
₹5,605 Cr
₹1,477 Cr
₹850 Cr
₹605 Cr
-
₹273 Cr
INFO
0.90
1.56
0.99
0.99
-
1.68
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