SBI Funds Management Limited • Equity
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) is an equity portfolio management service (PMS) strategy run by SBI Funds Management Limited, launched on 8 Jul 2016. As of 30 Sep 2026, it manages ₹672 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +13.95% over 1 year, +12.51% over 3 years and +12.53% over 5 years (+14.70% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.45 percentage points ahead of its benchmark. Its 3-year return ranks 45th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mohal Lal.
Ranked nearby on 3-year return: Trivantage Capital Edge Portfolio (+12.56%), Core and Satellite Equity Portfolio (+12.53%), Trivantage Capital Diversified Equity Portfolio (+12.49%), Kotak India Focus Portfolio Investment Approach (+12.41%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.84% |
| 3 Months | +3.38% |
| 1 Year | +13.95% |
| 3 Years | +12.51% |
| 5 Years | +12.53% |
| Since Inception | +14.70% |
| management fee | Fixed Fees: Management Fees - 1% to 2.5% |
| performance fee | Variable Fees: NIL |
| exit load | 1st year : 1% NIL after 1 year |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callSBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) has a 1-year return of +13.95%, a 3-year return of +12.51%, a 5-year return of +12.53% and +14.70% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) returned +12.53% against +6.38% for the Nifty 50 TRI, 6.15 percentage points ahead. Over 3 years it returned +12.51% against +6.06%; Over 1 year it returned +13.95% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)'s 3-year return of +12.51% ranks 45th as of 30 Sep 2026.
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) is managed by Mohal Lal at SBI Funds Management. The strategy manages ₹672 Cr of client assets as of 30 Sep 2026.
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) manages ₹672 Cr of client assets as of 30 Sep 2026.
The fee structure for SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) includes: management fee: Fixed Fees: Management Fees - 1% to 2.5%; performance fee: Variable Fees: NIL; exit load: 1st year : 1% NIL after 1 year.
The minimum investment for SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) is ₹50 Lakhs.
SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) was launched on 8 Jul 2016. It has a 10-year track record.
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