Sbi Funds
ESG Portfolio
Sbi Funds's ESG Portfolio is a Flexicap Portfolio Management Services (PMS) strategy managed by Mohal Lal, operational since Jul 2016. Benchmark: Nifty 50 TRI.
AUM
₹655 Cr
Min investment
₹50 L
Inception
Jul 2016
Fund manager
Mohal Lal
The fund aims to generate long term capital growth through investment in well researched stocks. The investment philosophy revolves around investing in companies as per ESG framework i.e. meeting positive standards of Environmental, Social, Governance responsibility. Focuses on niche businesses having conducive universe for multi-fold growth with longevity. Invest in companies which are disproportionately high beneficiaries of Economic Growth. - GOOD CORPORATE GOVERNANCE: Respecting the interests of all stakeholders - SOCIAL RESPONSIBILITY: Company’s dealing with employees, customers and communities are cordial - ENVIRONMENT FRIENDLY: Avoid Environment destructing businesses
6M
+11.4%
1Y
+3.6%
5Y
+14.4%
Since inception
+11.4%
6M
+19.5%
1Y
+9.1%
5Y
+4.4%
Since inception
—
6M
-8.1%
1Y
-5.4%
5Y
+10.0%
Since inception
-8.1%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Jul 2016)
Hypothetical illustration based on published TWRR over 10.1 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
23 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
120%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.