16376
6051
SBI ESG Exclusionary Strategy Fund - Direct Growth
12.53
32.25
17.97
-0.41
-1.06
1.57
17.52
15.44
  • NAV

    263.90

    as on 18 Oct 2024

  • ₹0.24 (0.09%)

    Last Change

  • 12.53%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 1000

    Min Lumpsum
  • 1.3%

    Expense Ratio
  • Rating
  • 6,112 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 18 Oct 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 32.25%
  • 12.53%
  • 17.97%
  • 15.44
  • 2.19Alpha
  • 3.51SD
  • 0.86Beta
  • 1.25Sharpe
  • Exit Load
  • For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.
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.

Rohit Shimpi

Low Low to
moderate
Moderate Moderately
High
High Very
High

SBI Mutual Fund

  • AUM :
  • 1,100,886Cr
  • Address :
  • 9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
  • Contact :
  • +91022-61793000
  • Email ID :
  • customer.delight@sbimf.com
  • Fund Name
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in SBI ESG Exclusionary Strategy Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for SBI ESG Exclusionary Strategy Fund - Direct Growth in the search box.
  3. 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"

SBI ESG Exclusionary Strategy Fund - Direct Growth has delivered 15.67% since inception

The NAV of SBI ESG Exclusionary Strategy Fund - Direct Growth is ₹258.395 as of 18 Oct 2024

The expense ratio of SBI ESG Exclusionary Strategy Fund - Direct Growth is % as of 18 Oct 2024

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

The AUM of SBI ESG Exclusionary Strategy Fund - Direct Growth 5534.25 CR as of 18 Oct 2024

The minimum SIP amount of SBI ESG Exclusionary Strategy Fund - Direct Growth is 500

The top stock holdings of SBI ESG Exclusionary Strategy Fund - Direct Growth are

  1. Infosys - 8.29%
  2. HDFC Bank - 8.27%
  3. ICICI Bank - 7.26%
  4. Axis Bank - 4.62%
  5. TCS - 4.55%

The top sectors SBI ESG Exclusionary Strategy Fund - Direct Growth has invested in are

  1. Banks - 28.39%
  2. IT-Software - 11.48%
  3. Automobiles - 7.88%
  4. Electrical Equipments - 5.67%
  5. Construction - 5.38%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select SBI ESG Exclusionary Strategy Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

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

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
 
footer_form