SBI ESG Exclusionary Strategy Fund- Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI ESG Exclusionary Strategy Fund- Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a fund scheme from SBI mutual fund. It falls under a Other Themes category. After being launched on 1991-01-01. SBI ESG Exclusionary Strategy Fund- Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) has achieved Rs 5543.93 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 1000 to start the investment. The expense ratio of this fund is 1.94%.

• Investing Strategy:

  "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."

• Performance:

  SBI ESG Exclusionary Strategy Fund- Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 8.05% (1 year), 14.95% (3 year), 21.5% (5 year). The average annual return of this fund stands at 8.05%

• Fund Manager & Portfolio Allocation:

  Rohit Shimpi, Pradeep Kesavan are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, IT - Software, Automobiles, Construction, Electrical Equipment, Sectors. First five holdings of this fund are HDFC BANK LIMITED EQ NEW FV RE. 1/-, ICICI BANK LIMITED EQ NEW FV RS. 2/-, INFOSYS LIMITED EQ FV RS 5, LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-, AXIS BANK LIMITED EQ NE FV RS. 2/-, 182 DAY T-BILL 05.06.25 Companies.