SBI ESG Portfolio

Key Attributes

Inception Date: 11 July 2016

Number of Stocks: 23

Fund Manager Name: Ms Aparna Shankar

Fund Manager Experience: Total Exp – 29 Years, With SBI - 11 Years

Fund Manager Qualification: MBA Finance and PGDM focused in Treasury & Forex Mgmt from ICFAI University

Investment Objective

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

Portfolio Strategy

• Investing in companies meeting positive standards of Environmental, Social, Governance responsibilities
• Focus on niche business having conducive universe for multi-fold growth with longevity
• Invest in companies which are dispropotionately high beneficiaries of Economic Growth

Investment Philosophy

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

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
S&P BSE 500-3.20%4.10%15.40%3.30%16.10%16.20%10.40%-13.00%

QRC Report Card *


Portfolio Holdings

Holding %
Phoenix Mills Ltd 6.84
ICICI Bank Ltd. 6.34
Page Industries Limited 4.99
Top 5 Equity Holdings 28.20

Sector Allocation

Holding %
Real Estate 6.80
Materials 12.10
Industrials 14.00
Financials 20.80
Consumer Discretionary 30.20

Market Cap Allocation

Allocations %
Large Cap 30.8
Mid Cap 26.4
Small Cap 30.3
Cash 12.

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From the Founders & Managers of SBI PMS

What to expect from SBI ESG PMS?

Sustainability is the key to long-term success in business and investing. Launched over 5 years ago, SBI ESG PMS is amongst the first ESG funds in the country. ESG Investing is also known as sustainable investing where the endeavour is to identify companies that score well on Environmental consciousness, Social responsibility and Corporate governance. Because these companies do well on the ESG framework, not only are they expected to be more sustainable businesses from a long-term perspective but also subject to less volatility from shocks from government, regulatory changes and irregularities on governance. While ESG is the starting point for the selection process, the business evaluation considers prospects on long term growth and profitability as central to investment success. Further while we also follow certain sector exclusions, the eventual portfolio is well diversified across sectors. The final portfolio is sector agnostic, market cap agnostic, concentrated portfolio of 20-25 bottom up ideas.

Who should invest in SBI ESG PMS?

Investors need to understand some vital aspects about this portfolio.

1) ESG PMS is a market cap agnostic fund and typically has a high representation of mid and small caps.

2) The portfolio is concentrated with less than 25 stocks allowing sizeable representation to each investee company.

3) Given the bottom-up nature of the fund, the overlap with benchmark indices is very low.

While these aspects are critical to generating outsized outperformance over long periods in our view, they can also lead to short term volatility on absolute as well as relative performance versus benchmarks. Therefore, investors with a long-term time frame of 3-5 years and the ability to withstand short term volatility should consider this portfolio.

Which is the best company through which an investor can invest in SBI ESG Portfolio?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.


#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.

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