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
₹209.44
0.40%
NAV as on 23 Apr 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 23 Apr 24, 12:00 AM
very high risk
equity esg
equity
31.53%p.a.
Last 1Y
16.46%p.a.
Last 3Y
14.99%p.a.
Last 5Y
12.35%p.a.
Since Inception
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 Nov 2006, SBI ESG Exclusionary Strategy Fund Growth is Equity - ESG fund of its category with 5,525.3 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
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.
ICICI Bank Ltd
7.39%
Infosys Ltd
7.32%
HDFC Bank Ltd
6.91%
Axis Bank Ltd
5.95%
Larsen & Toubro Ltd
5.46%
Maruti Suzuki India Ltd
4.25%
Tata Consultancy Services Ltd
4.08%
UltraTech Cement Ltd
4.04%
State Bank of India
3.81%
ABB India Ltd
3.09%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
17.6%
very high risk | equity
12.2%
very high risk | equity
13.9%