16376
6051
SBI ESG Exclusionary Strategy Fund - Direct Growth
13.38
16.74
16.37
-2.75
2.15
-4.08
2.62
14.92
  • NAV

    256.28

    as on 19 Dec 2024

  • ₹-2.93 (-1.13%)

    Last Change

  • 13.38%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 1000

    Min Lumpsum
  • 1.31%

    Expense Ratio
  • Rating
  • 5,806 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 19 Dec 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 16.74%
  • 13.38%
  • 16.37%
  • 14.92
  • 1.50Alpha
  • 3.68SD
  • 0.98Beta
  • 0.52Sharpe
  • Exit Load
  • For exit within 1 year from the 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

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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
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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 19 Dec 2024

The expense ratio of SBI ESG Exclusionary Strategy Fund - Direct Growth is % as of 19 Dec 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 19 Dec 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. HDFC Bank - 9.02%
  2. Infosys - 8.64%
  3. ICICI Bank - 7.80%
  4. TCS - 4.79%
  5. Larsen & Toubro - 4.69%

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

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