SBI ESG Exclusionary Strategy Fund

Equity: Sectoral/Thematic | Growth

5Y CAGR

+10.29%

Fund Size

₹5,346.83 Cr

Min. Investment

₹500

QUICK FUND SUMMARY

SBI ESG Exclusionary Strategy Fund Growth is an equity mutual fund managing assets worth ₹5,346.83 Cr. The current NAV is ₹239.41 as of Jul 20. It has delivered a 5-year CAGR of 10.29%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., Larsen & Toubro Ltd. and Axis Bank Ltd..

SBI ESG Exclusionary Strategy Fund Details

Fund Size

₹5,346.83 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹500

NAV (Jul 20)

₹239.41

Plan Type

Regular

Launch Date

27 Nov 2006

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.96%

Withdrawal Charge

Exit load of 1% if redeemed within 1 year

SBI ESG Exclusionary Strategy Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹554

Your Total Value could have reached:

₹4,154

SBI ESG Exclusionary Strategy Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on SBI ESG Exclusionary Strategy Fund

SBI ESG Exclusionary Strategy Fund is a Growth Equity mutual fund managed by SBI Mutual Fund.

The current NAV of SBI ESG Exclusionary Strategy Fund is ₹239.41 as of Jul 20.

You can invest in SBI ESG Exclusionary Strategy Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for SBI ESG Exclusionary Strategy Fund is ₹500.

The expense ratio of SBI ESG Exclusionary Strategy Fund is 1.96%.

SBI ESG Exclusionary Strategy Fund has an exit load as follows: exit load of 1% if redeemed within 1 year

Short-term capital gains (STCG) on SBI ESG Exclusionary Strategy Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.