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16376
6051
SBI ESG Exclusionary Strategy Fund - Direct (G)
11.05
1.34
9.72
-1.44
-0.16
5.51
-0.39
13.26
7
1.59
9.72
SBI ESG Exclusionary Strategy Fund - Direct (G)
1.59
9.72
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    266.74

    20 Aug 2026

  • 0.73%

     1 Day

  • 11.05%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.38%

    Expense Ratio

  • NA

     Rating

  • 5,470 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 20 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.34%
  • 11.05%
  • 9.72%
  • 13.26

Scheme Allocation

By Holding By Sector By Asset
8.90%
7.37%
4.64%
4.38%
4.35%
70.36%
View All

Advance Ratio

  • -1.35Alpha
  • 4.19SD
  • 0.95Beta
  • 0.40Sharpe

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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