SBI ESG Exclusionary Strategy Fund - Investment Information
- Equity
- Other Themes
- Very High
-
₹72.33
(-0.04%)
Current NAV 24-12-2024
-
14.51%
Returns
-
Min. SIP ₹500
Min. Investment ₹1000
Investment 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. The Fund aims at achieving its objectives by aligning itself to its Responsible Investment Policy and using ESG assessments of constituent companies to minimise risks arising from ESG factors and deliver riskadjusted returns to the investors. The fund uses negative screening, ESG integration and best-in-class approaches for stock selection. However, there is no guarantee or assurance that the investment."
Basic Details
Key Information About Investing Details.
- CategoryOther Themes
- KRACAMS
- Inv. PlanIDCW
- Launched In01-Jan-91
- BenchmarkNIFTY 100 ESG TRI
- Fund TypeOpen Ended
- Fund HouseSBI Mutual Fund
Investment Details
Check the Fund’s General Information
- Fund size5750.44 Cr.
- Min. Investment₹1000
- Min. Sip Inv.₹500
- Min. Addl Inv.₹1000
- Expense Ratio1.93%
- Turn over31%
- Exit LoadSBI ESG Exclusionary Strategy Fund - Regular Plan - IDCW charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Fund Managers
Details of Managers and their Experience
Fund Manage : 6
Total AUM. : ₹15,441 Cr.
Fund Manage : 43
Total AUM. : ₹434,274 Cr.
AMC Office Information
Registered Office of Mutual Fund Company
- AMCSBI Mutual Fund
- Emailpartnerforlife@sbimf.com
- Office No 022-61793000
- Websitehttps://www.sbimf.com
- Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Frequently Asked Questions
What is a mutual fund?
In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.
What are the benefits of investing in funds?
Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.
Do mutual funds generate income?
Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.
How many types of mutual funds are there?
There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds
Who gets your money in mutual funds?
The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.