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SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)

SBI Funds Management Limited

615.12 CR AUM

SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)

SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)

SBI Funds Management Limited

615.12 CR AUM

Nifty 50 TRI
Benchmark
9yr 10mo
Age
EQUITY
Strategy
Management Fees - 1% to 2.5%
Fixed Fees
NIL
Variable Fees
1st year : 1% NIL after 1 year
Exit Load
Nifty 50 TRI
Benchmark
9yr 10mo
Age
EQUITY
Strategy
Management Fees - 1% to 2.5%
Fixed Fees
NIL
Variable Fees
1st year : 1% NIL after 1 year
Exit Load
Fund manager

gaurav mehta

Fund Manager
EQUITYStrategies

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst at SBI Mutual Fund and subsequently took on fund management responsibilities. With effect from October 2021, Gaurav serves as CIO – Alternatives, where he is responsible for managing the equity component of the Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) business. Gaurav has over 15 years of experience in Indian financial markets, having previously worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. He holds a B.Tech in Chemical Engineering from Indian Institute of Technology Bombay and a Post Graduate Diploma in Management from Indian Institute of Management Lucknow. Gaurav is also a CFA charterholder from the CFA Institute, USA.

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst at SBI Mutual Fund and subsequently took on fund management responsibilities. With effect from October 2021, Gaurav serves as CIO – Alternatives, where he is responsible for managing the equity component of the Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) business. Gaurav has over 15 years of experience in Indian financial markets, having previously worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. He holds a B.Tech in Chemical Engineering from Indian Institute of Technology Bombay and a Post Graduate Diploma in Management from Indian Institute of Management Lucknow. Gaurav is also a CFA charterholder from the CFA Institute, USA.
Fund manager

mohal lal

Fund Manager
EQUITYStrategies

Mohan Lal, based in Mumbai, MH, IN, is currently a Investment Analyst at SBI MUTUAL FUND. Mohan Lal brings experience from previous roles at Elara Capital, Ambit Capital Pvt Ltd and Kotak Securities. Mohan Lal holds a 2008 - 2010 CFA Level 2 in Finance @ CFA.

Mohan Lal, based in Mumbai, MH, IN, is currently a Investment Analyst at SBI MUTUAL FUND. Mohan Lal brings experience from previous roles at Elara Capital, Ambit Capital Pvt Ltd and Kotak Securities. Mohan Lal holds a 2008 - 2010 CFA Level 2 in Finance @ CFA.
1OF2

Purpose

To generate long term capital growth through investment in well researched stocks.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
13.02%
1M benchmark return
7.49%
Alpha
5.53%
1M Wealth multiple
1.13x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
13.02%
1M benchmark return
7.49%
Alpha
5.53%
1M Wealth multiple
1.13x

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