SBI ESG Exclusionary Strategy Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI ESG Exclusionary Strategy Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹4,984 Cr
N/A
2.04
For exit within 1 year from the date of allotment - 1 %.For exit after 1 year from the date of allotment - Nil.
Nifty 100 ESG Total Return Index
SBI ESG Exclusionary Strategy Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.91 | -0.33 | 8.60 |
| 6M | -2.14 | 1.26 | 15.83 |
| 1Y | -7.64 | 1.18 | 85.04 |
| 3Y | 8.38 | 16.21 | 294.93 |
Portfolio Analysis
- Equity: 98.77%
- Debt: 1.23%
- Others
About Fund SBI ESG Exclusionary Strategy Fund Growth
SBI ESG Exclusionary Strategy Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹4,984 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.04. Under the expert guidance of Rohit Shimpi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Shimpi
Mr. Rohit Shimpi is a B. Com., PGDBM (Finance), CFA. Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India ESG Integration Strategy Fund Growth | 0 | 359 CR | 2.57 |
| Tata Business Cycle Fund Growth | 1 | 2,415 CR | 2.18 |
| SBI ESG Exclusionary Strategy Fund Growth | 0 | 4,983 CR | 2.04 |
| HDFC Defence Fund Growth | 5 | 11,493 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India ESG Integration Strategy Fund Growth | -7.5588 | 25.3607 |
| This FundTata Business Cycle Fund Growth | -10.2533 | 26.5835 |
| This FundSBI ESG Exclusionary Strategy Fund Growth | -7.64 | 27.3218 |
| This FundHDFC Defence Fund Growth | 15.0289 | 141.1614 |
| This FundNippon India Taiwan Equity Fund Growth | 82.5904 | 279.003 |
SBI ESG Exclusionary Strategy Fund Growth FAQs
- 1 Month : 0.91%
- 6 Months : -2.14%
- 1 Year : -7.64%
- 3 Years : 8.38%
