SBI ESG Exclusionary Strategy Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.18% | -0.11% |
| 2 Year Return | 25.48% | 12.90% |
| 3 Year Return | 47.93% | 41.33% |
| 4 Year Return | 121.19% | 59.19% |
| 5 Year Return | 131.26% | 77.59% |
| 6 Year Return | 132.92% | 118.07% |
| 7 Year Return | 182.25% | 140.00% |
| Expense Ratio | 1.09% | - |
AMC: SBI
Category: Equity • Sectoral/Thematic
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rohit Shimpi
Minimum Purchase: ₹1,000
Exit Load: For exit within 1 year from the date of allotment - 1 %. For exit after 1 year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
SBI ESG Exclusionary Strategy Fund - Direct Plan is managed by SBI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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