SBI ESG Exclusionary Strategy Fund Regular Reinvestment Inc Dist cum Cap Wdrl

• Alpha 0.08%
• Beta 1.01
• Sharpe Ratio0.77
• Std Deviation 12.59%
• Tracking Error 5.79%

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.

The SBI ESG Exclusionary Strategy Fund Regular Reinvestment Inc Dist cum Cap Wdrl has an AUM of 5482.19 crores & has delivered CAGR of 14.74% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.94%. The minimum investment in SBI ESG Exclusionary Strategy Fund Regular Reinvestment Inc Dist cum Cap Wdrl is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include ICICI Bank, Infosys, HDFC Bank & Axis Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Auto & Truck Manufacturers.

Some of the similar funds are SBI ESG Exclusionary Strategy Fund Regular Growth, ICICI Prudential ESG Exclusionary Strategy Fund Regular Growth, Kotak ESG Exclusionary Strategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth, Axis ESG Integration Strategy Fund Regular Growth. SBI ESG Exclusionary Strategy Fund Regular Reinvestment Inc Dist cum Cap Wdrl has a sharpe ratio of 0.77 & a standard deviation of 12.59%.