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 scheme launched by SBI Mutual Fund on January 01, 1991, and falls under the Other Themes fund category. It currently manages an AUM of Rs 5,665.84 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 1000. It charges an expense ratio of 1.94% for managing the portfolio.

• 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 -1.17% (1 year), 12.47% (3 year) and 17.65% (5 year). The average annual return of this fund stands at 12.82%.