SBI Growth with Values PMS
Fund Snapshot
| Year of Inception | 2016 |
| Number of Stocks | 23 |
| Investment Horizon | Long Term |
| Fund Managers | Ms Aparna Shankar |
Investment Philosophy
- SBI Growth with Value PMS focusses on investing in companies that meet positive standards of environmental, social, and governance accountability, as established by the ESG system. SBI Growth with value fund focuses on niche industries with a favourable market for multi-fold growth and long-term sustainability.
- It invests in industries that profit disproportionately from economic development.
Here’s more about the ESG framework followed by SBI Growth and Value PMS:
- Strong Corporate MANAGEMENT: Considering the needs of all stakeholders.
- SOCIAL RESPONSIBILITY: Companies treat their staff, clients, and communities with respect.
- ECO-FRIENDLY: Stop companies that damage the environment.
Values-Based Growth Strategy
SBI Growth with Values is a multi-cap-focused strategy that primarily searches for businesses using predetermined ESG criteria. They want to purchase outstanding companies run by wonderful people for a fair price.
- A multi-cap strategy that includes large, midsize, and small caps is called “Growth with Values.”
- We are concentrating on making investments in businesses that adhere to high standards of ESG responsibility.
- Choosing corporations that profit disproportionately from economic growth for a fair price
Portfolio Qualifiers
- Purchasing shares of firms that uphold high standards of environmental, social, and corporate governance
- We will concentrate on specialist enterprises with an environment suitable for many growths and longevity.
- Invest in businesses that benefit disproportionately from economic growth.
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