Equity | Thematic - ESG
3Y Returns
11.58%
Min SIP
₹500
Min Lumpsum
₹1000
Expense Ratio
1.34%
Fund Size
₹4670 Cr
Inception Date
01-Jan-13
Fund Manager
Rohit Shimpi
Exit Load
1% on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
96.91%
Debt & Others
3.09%
Market Cap Allocation
Large Cap
77.06%
Mid Cap
17.68%
Small Cap
1.33%
Other Cap
3.93%
Investment Objective
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.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Quant Esg Equity Fund - Direct Plan - Growth
1Y
43.61%
3Y
25.55%
5Y
NA
Icici Prudential Esg Fund Direct Plan Growth
1Y
43.41%
3Y
17.84%
5Y
NA
Quantum India Esg Equity Fund Direct Plan - Growth
1Y
30.83%
3Y
12.62%
5Y
18.79%
Invesco India Esg Equity Fund - Direct Plan - Growth Option
1Y
35.99%
3Y
12.17%
5Y
NA
Kotak Esg Opportunities Fund-Direct Plan - Growth
1Y
31.23%
3Y
12.11%
5Y
NA
Sbi Magnum Equity Esg Fund Direct Growth
1Y
29.81%
3Y
11.58%
5Y
16.69%
Mirae Asset Esg Sector Leaders Fund Of Fund Direct Plan - Growth
1Y
28.41%
3Y
10.42%
5Y
NA
Aditya Birla Sun Life Esg Fund-Direct Plan-Growth
1Y
35.89%
3Y
9.65%
5Y
NA
Axis Esg Equity Fund Direct Growth
1Y
32.58%
3Y
9.49%
5Y
NA
BSE Member code: 58371
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