SBI ESG Exclusionary Strategy Fund – Direct Growth
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
1.32 %
Expense Ratio
Rating
5,525
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 29.4% | 16.2% | 15.3% | 14.6% | ||||
| Category Average | 32.9% | 15.7% | 6.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
1.24
Alpha
3.85
SD
0.88
Beta
0.85
Sharpe
Exit Load
| Exit Load | For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of allotment - NIL. |
|---|
Fund Objective
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.
Fund Managers
Rohit Shimpi
Mr Rohi Shimpi joined SBI MF in 2006 and has been managing international funds since March 2011. He is an equity analyst and fund manager at SBI MF and manages an AUM of INR 5,830 crores at SBI Mutual Fund. He has previously worked at CNBC TV18 and JP Morgan.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 3,192
-
17.6%Fund Size - 3,192
-
9.7%Fund Size - 3,192
-
16.3%Fund Size - 3,192
-
- Equity .
- Sectoral / Thematic .
-
- 5,186
-
65.1%Fund Size - 5,186
-
41.7%Fund Size - 5,186
-
27.1%Fund Size - 5,186
-
- Equity .
- Sectoral / Thematic .
-
- 2,191
-
74.2%Fund Size - 2,191
-
37.9%Fund Size - 2,191
-
24.9%Fund Size - 2,191
-
- Equity .
- Sectoral / Thematic .
-
- 225
-
66.7%Fund Size - 225
-
33.7%Fund Size - 225
-
23.4%Fund Size - 225
-
- Equity .
- Sectoral / Thematic .
-
- 2,950
-
70.9%Fund Size - 2,950
-
28.5%Fund Size - 2,950
-
23.3%Fund Size - 2,950
AMC Contact Details
SBI Mutual Fund
AUM:
8,28,312 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
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Debt
Hybrid
equity
Large Cap
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- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Large Cap .
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- 1,863
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39.3%Fund Size - 1,863
-
20.4%Fund Size - 1,863
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18.8%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
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31.1%Fund Size - 12,577
-
17.1%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 118
-
43.9%Fund Size - 118
-
21.2%Fund Size - 118
-
17.6%Fund Size - 118
Frequently Asked Questions
How to invest in SBI ESG Exclusionary Strategy Fund – Direct Growth ?
You can invest in SBI ESG Exclusionary Strategy Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI ESG Exclusionary Strategy Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI ESG Exclusionary Strategy Fund – Direct Growth ?
The NAV of SBI ESG Exclusionary Strategy Fund – Direct Growth is ₹226.3 as of 18 April 2024.
How to redeem SBI ESG Exclusionary Strategy Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of SBI ESG Exclusionary Strategy Fund – Direct Growth?
The minimum SIP amount of SBI ESG Exclusionary Strategy Fund – Direct Growth is ₹500
What are the top sectors SBI ESG Exclusionary Strategy Fund – Direct Growth has invested in?
The top sectors SBI ESG Exclusionary Strategy Fund – Direct Growth has invested in are
- Banks - 26.62%
- IT-Software - 13.61%
- Automobiles - 7.61%
- Electrical Equipments - 5.18%
- Construction - 5.09%
Can I make investments in both the SIP and Lump Sum schemes of SBI ESG Exclusionary Strategy Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of SBI ESG Exclusionary Strategy Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have SBI ESG Exclusionary Strategy Fund – Direct Growth generated ?
The SBI ESG Exclusionary Strategy Fund – Direct Growth has delivered 14.6% since inception
What is the expense ratio of SBI ESG Exclusionary Strategy Fund – Direct Growth ?
The expense ratio of SBI ESG Exclusionary Strategy Fund – Direct Growth is 1.32 % as of 18 April 2024.
What is the AUM of SBI ESG Exclusionary Strategy Fund – Direct Growth?
The AUM of SBI ESG Exclusionary Strategy Fund – Direct Growth is ₹8,28,312 Cr as of 18 April 2024
What are the top stock holdings of SBI ESG Exclusionary Strategy Fund – Direct Growth?
The top stock holdings of SBI ESG Exclusionary Strategy Fund – Direct Growth are
- ICICI Bank - 7.39%
- Infosys - 7.32%
- HDFC Bank - 6.91%
- Axis Bank - 5.95%
- Larsen & Toubro - 5.46%
How can I redeem my investments in SBI ESG Exclusionary Strategy Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI ESG Exclusionary Strategy Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI ESG Exclusionary Strategy Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.