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SBI Growth with Values PMS

SBI Growth with Values PMS

Fund Snapshot

Year of Inception 2016
Number of Stocks 23
Investment Horizon Long Term
Fund Managers Ms Aparna Shankar

About Fund Managers

Ms Aparna Shankar, the fund manager of SBI Growth with Value PMS, holds an MBA in Finance and a PGDM in Treasury and Forex Management from ICFAI University. Aparna has more than 30 years of experience, including around 12 years with SBI.

Unique Feature

Multi-cap portfolio with focus on ESG standards

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.