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6051
SBI ESG Exclusionary Strategy Fund (G)
10.52
2.30
9.27
1.03
3.12
4.51
-0.47
11.66
7
1.56
9.27
SBI ESG Exclusionary Strategy Fund (G)
1.61
9.97
1.19
3.5
5 Years

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  • NAV

    242.62

    26 Aug 2026

  • -0.04%

     1 Day

  • 10.52%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.96%

    Expense Ratio

  • NA

     Rating

  • 5,470 Cr

    Fund Size

  • 19 Years

    Fund Age

SIP Calculator

SIP One-Time
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Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 26 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 2.30%
  • 10.52%
  • 9.27%
  • 11.66

Scheme Allocation

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

Advance Ratio

  • -1.96Alpha
  • 4.18SD
  • 0.95Beta
  • 0.35Sharpe

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

Low Low to
moderate Moderate Moderately
High High Very
High

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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