SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) is a Equity Portfolio Management Service launched by SBI Funds Management Limited on July 2016. Managed by Gaurav Mehta, the fund holds ₹655 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a Management Fees - 1% to 2.5%% fixed fee and NIL% performance fee. Trailing returns: 3.64% (1Y), 13.73% CAGR (3Y), 11.37% since inception. Performance data as of July 2026.
Learn
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)
SBI Funds Management Limited
655.04 CR AUM
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)
SBI Funds Management Limited
655.04 CR AUM
Nifty 50 TRI
Benchmark
10yr 0mo
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
10yr 0mo
Age
EQUITY
Strategy
Management Fees - 1% to 2.5%
Fixed Fees
NIL
Variable Fees
1st year : 1%
NIL after 1 year
Exit Load
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.
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.
1OF2
What is this fund's investment objective?
To generate long term capital growth through investment in well researched stocks.
How has SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
6.61%
1M benchmark return
1.67%
Alpha
4.94%
1M Wealth multiple
1.07x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
6.61%
1M benchmark return
1.67%
Alpha
4.94%
1M Wealth multiple
1.07x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ