SBI ESG Exclusionary Strategy Fund Regular Growth
EquityEquity - ESG
244.69
-0.61(-0.25%)
NAV as on 10 Dec, 2025
CAGR
15.10%
- AUM (Crs.)5,769.40
- Expense Ratio1.94 %
- Sharpe Ratio / Category Average0.60 / 0.58
- Standard Deviation / Category Average11.55 / 12.58
- Beta / Category Average0.85 / 0.90
- Portfolio Turnover / Category Average19.49 / 54.78
- Top 5 Stocks Wt.31.78
- Top 10 Stocks Wt.50.19
- Top 3 Sectors Wt.63.97
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Shimpi
- Launch Date01 Jan, 1991
- BenchmarkS&P BSE 500
Objective
The objective of the scheme is to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.
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