CASPeR Ranking #18
SBI ESG Exclusionary Strategy Fund Direct Growth
NAV (Mon Jan 13 2025)
₹244
Returns (Since Inception)
9.24%
Category Average
9.12%
Rating
4
Allocation and Holdings
Asset class
Weightage
Financial Services
28.85%
Technology
13.78%
Industrials
4.70%
Basic Materials
3.56%
Consumer Cyclical
3.15%
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4.5Overall rating
Scheme Information
Fund name
SBI ESG Exclusionary Strategy Fund Direct Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹5806.08 Cr
ISIN
INF200K01SE0
Inception Date
Jan 01 2013
Standard Deviation
12.932
Beta
0.87
Sharpe Ratio
0.446
Benchmark
IISL Nifty 100 ESG Index TR INR
Expense Ratio
1.330%
Exit Load
Exit Load: For exit within 1 year from the date of allotment – 1 %. For exit after 1 year from the date of allotment – Nil
Risk
Very High Risk
Investment 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 Managers
Rohit Shimpi
Mohit Jain
About the AMC
SBI Funds Management Ltd
Phone Number
022 - 61793000Email Address
partnerforlife@sbimf.comCorporate Office Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), MumbaiOverall AUM
₹5806.08 Cr
Website
www.sbimf.com
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