SBI Growth with Values PMS

Multi Cap Portfolio of well researched companies meeting positive standards of environmental, social and governance responsibilities

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

1. Investing in companies meeting positive standards of Environmental, Social, Governance responsibilities
2. Focus on niche business having conducive universe for multi-fold growth with longevity
3. 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

Don’t Just Invest. Make an Informed Decision.