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6051
SBI ESG Exclusionary Strategy Fund - Direct (G)
8.09
-1.59
8.14
-2.13
-4.09
3.04
2.98
12.96
7
1.48
8.14
SBI ESG Exclusionary Strategy Fund - Direct (G)
1.48
8.14
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    257.63

    11 Sep 2026

  • -0.49%

     1 Day

  • 8.09%

    3Y CAGR returns

This fund doubles your investment in 5 years, 9 months & 14 days.

Invest Now

  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.42%

    Expense Ratio

  • NA

     Rating

  • 5,356 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 11 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -1.59%
  • 8.09%
  • 8.14%
  • 12.96
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
9.20%
7.13%
4.20%
4.14%
4.04%
71.29%
View All

Advance Ratio

  • -1.13Alpha
  • 4.18SD
  • 0.95Beta
  • 0.42Sharpe

Exit Load & Tax Implication

  • Exit Load
  • For exit within 1 year from the date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The Objective of the scheme is to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.

Fund Managers

Rohit Shimpi

Risk-o-meter

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Peer Comparison

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6051
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AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com
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