NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹239.25
-0.78%
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity esg
equity
17.13%p.a.
Last 1Y
13.08%p.a.
Last 3Y
15.92%p.a.
Last 5Y
12.68%p.a.
Since Inception
About SBI ESG Exclusionary Strategy Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI ESG Exclusionary Strategy Fund Growth scheme from SBI Funds Management Ltd. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Jan 1991, SBI ESG Exclusionary Strategy Fund Growth is Equity - ESG fund of its category with 5,806.08 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
- SBI ESG Exclusionary Strategy Fund Growth delivered 17.1% annual returns during the last year. It has delivered 12.7% average annual returns since the fund was launched.
- SBI ESG Exclusionary Strategy Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
HDFC Bank Ltd
9.02%
Infosys Ltd
8.64%
ICICI Bank Ltd
7.80%
Tata Consultancy Services Ltd
4.79%
Larsen & Toubro Ltd
4.69%
Axis Bank Ltd
4.48%
Kotak Mahindra Bank Ltd
3.75%
State Bank of India
3.51%
UltraTech Cement Ltd
3.38%
Maruti Suzuki India Ltd
3.11%
Fund Managers
- Rohit Shimpi (Jan 2022 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
Key Information
View Scheme Document
SBI ESG Exclusionary Strategy Fund Growth SIP Calculator
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NRI Mutual Fund Tax on SBI ESG Exclusionary Strategy Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI ESG Exclusionary Strategy Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI ESG Exclusionary Strategy Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
ICICI Prudential ESG Exclusionary Strategy Fund Growth
very high risk | equity
16.9%
Axis ESG Integration Strategy Fund Growth
very high risk | equity
9.5%
Kotak ESG Exclusionary Strategy Fund Growth
very high risk | equity
12.2%
Frequently Asked Questions
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