SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.78 | 16 | 15.45 | 12.76 |
Average Rolling Returns(%) | 16.60 | 14.67 | 13.45 | 14.25 |
The Current NAV of SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan is ₹230.86.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark S&P BSE SENSEX - TRI , as Funds portfolio is somewhat different.
SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan fund’s expense ratio is 1.32%
The process for redemption is
The AUM of SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan is currently ₹5,525 Crores.
The Top three stocks are ICICI Bank, Infosys and HDFC Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 52% of fund’s portfolio respectively.
Top three sectors of SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan fund are BFSI, Auto and IT accounting for 61% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Rohit Shimpi and Mohit Jain manage the SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan Fund.
SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan current PE ratio is 42.12 and PB ratio is 8.41
The asset allocation of SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan is Stocks : 95.83%, Debt : 4.15% and Gold : 0%
The minimum SIP amount for SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for SBI ESG Exclusionary Strategy Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year