SBI ESG Exclusionary Strategy Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Mohit Jain. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.32% |
Benchmark | Morningstar India Sustain NR INR |
AUM | ₹5525 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 31% |
Size breakup
SBI ESG Exclusionary Strategy Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 2.87% | 2.87% |
6 Month Returns | 19.36% | 19.36% |
1 Year Returns | 31.24% | 31.24% |
3 Years Returns | 60.73% | 17.14% |
5 Years Returns | 108.11% | 15.79% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI ESG Exclusionary Strategy Fund Direct Payout Inc Dist cum Cap Wdrl | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI ESG Exclusionary Strategy Fund Direct Payout Inc Dist cum Cap Wdrl | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI ESG Exclusionary Strategy Fund Direct Payout Inc Dist cum Cap Wdrl | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI ESG Exclusionary Strategy Fund Direct Payout Inc Dist cum Cap Wdrl | 10.43 | 12.6 | 18.24 |