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SBI MF - ESG Portfolio
SBI MF - ESG Portfolio

SBI MF - ESG Portfolio

  • SBI Funds Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 60
    Out of 136*
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Portfolio age9 years, 11 months
1.71%
-1.72%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
  • Kingfa Science and Technology India Ltd6.29%
  • Aequs Limited6.21%
  • Stylam Industries Ltd.5.98%
  • Goodluck India Ltd.5.85%
  • Kernex Microsystems India Ltd5.68%

bt_logoPORTFOLIO MANAGERS

Mohan Lal
  • Manager Rank132 Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM1277
  • Highest Return In 1 Yr4.57%
Profile

Mohan Lal is a Fund Manager – Alternatives at SBI Funds Management Limited, bringing over 17 years of experience in equity markets. Effective July 1, 2025, he transitioned to the Alternatives business, where he manages the equity component of the firm’s PMS and AIF offerings. He joined the organisation in 2017 as an Equity Analyst within the mutual fund business and progressively assumed fund management responsibilities. Prior to joining SBI Funds Management, he was associated with leading brokerage firms such as Kotak Securities, Elara Securities, and Ambit Capital. Mohan holds a PGDM from the Indian Institute of Management, Bangalore.

Other Schemes
  • table
  • Grid
Compare
SBI MF - ESG Portfolio
AUM (₹ Cr)
₹615.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
123 Out of 285
Fixed Fee
2.50%
Scheme Return
1.71%
Benchmark Return
-1.72%
SBI MF - Aeon Alpha Pms
AUM (₹ Cr)
₹662.00 Cr
Hurdle Rate
NIFTY 50 TRI
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
128 Out of 285
Fixed Fee
2.50%
Scheme Return
1.6%
Benchmark Return
-1.72%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
615
(As on May, 2026)
Inception Date
Jul 08, 2016
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

Our objective is to endeavor to outperform our benchmarks through well researched investments in Indian equities and debt markets. This is achieved by implementing an active management style based on fundamental analysis, leading to the construction of a portfolio. It could be blended, large cap, mid cap, or specific sector oriented - which aims at capturing the growth potential of Indian equities.

Investment Approach

Investors are our priority. Our mission has been to establish Mutual Funds as a viable investment option to the masses in the country. Working towards it we developed innovative, need-specific products and educated the investors about the added benefits of investing in capital markets via Mutual Funds. Today, we have been actively managing our investors' assets not only throughour investment expertise in domestic mutual funds, but also offshore funds, Alternate Investment Funds and portfolio management advisory services for institutional investors

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
SBI MF - ESG Portfolio
AUM (₹ Cr)
₹615.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
123 Out of 285
Fixed Fee
2.50%
Scheme Return
1.71%
Benchmark Return
-1.72%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

SBI Funds Management Pvt Ltd
SBI Funds Management Pvt Ltd manages assets worth Rs 1675277.37 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

16,75,277.37 (As on May, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
SBI MF - ESG Portfolio
AUM (₹ Cr)
₹615.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
123 Out of 285
Fixed Fee
2.50%
Scheme Return
1.71%
Benchmark Return
-1.72%
SBI MF - Aeon Alpha Pms
AUM (₹ Cr)
₹662.00 Cr
Hurdle Rate
NIFTY 50 TRI
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
128 Out of 285
Fixed Fee
2.50%
Scheme Return
1.6%
Benchmark Return
-1.72%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of SBI MF - ESG Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in SBI MF - ESG Portfolio ?
The fixed fee charged in SBI MF - ESG Portfolio is 2.50%.
What is the variable fee charged in SBI MF - ESG Portfolio ?
There is no option for Variable fee.
What is the profit sharing in SBI MF - ESG Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in SBI MF - ESG Portfolio ?
The minimum investment in SBI MF - ESG Portfolio is ₹50 Lacs
What type of scheme is SBI MF - ESG Portfolio?
SBI MF - ESG Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of SBI MF - ESG Portfolio?
The inception date of SBI MF - ESG Portfolio is Jul 08, 2016.
What is the exit load of SBI MF - ESG Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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