- Mutual Funds
- SBI Mutual Fund
- SBI ESG Exclusionary Strategy Fund (G)
SBI ESG Exclusionary Strategy Fund (G)
₹ 229.21
NAV (Apr 30)
Scheme Information
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a divemified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.
Expense Ratio | 1.95 % |
Launched | - |
AUM in Crores | 5433.2 |
ISIN | INF200K01214 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.4 |
Beta | 0.9 |
Sharpe Ratio | 0.3 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
8.35%HDFC Bank Ltd.
7.32%ICICI Bank Ltd.
7%Larsen & Toubro Ltd.
5.12%Axis Bank Ltd.
4.42%
Allocation by Sector
Financial
32.94%Technology
16.49%Automobile
10.21%Capital Goods
6.71%Construction
5.54%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
SBI ESG Exclusionary Strategy Fund (G) Review
SBI ESG Exclusionary Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 14.83%. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Rohit Shimpi.
Nav of SBI ESG Exclusionary Strategy Fund (G) as of 4/30/2025 is ₹229.21 with the total AUM as of 5/3/2025 is ₹5433.25. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
The minimum SIP amount for SBI ESG Exclusionary Strategy Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI ESG Exclusionary Strategy Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 100 ESG Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI ESG Exclusionary Strategy Fund (G).