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3878
6051
SBI ESG Exclusionary Strategy Fund Growth
9.95
-0.27
10.33
1.13
1.62
0.53
0.81
11.65
7
1.63
10.33
SBI ESG Exclusionary Strategy Fund (G)
1.63
10.33
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    239.86

    21 Jul 2026

  • 0.19%

     1 Day

  • 9.95%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.89%

    Expense Ratio

  • NA

     Rating

  • 5,347 Cr

    Fund Size

  • 19 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 21 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -0.27%
  • 9.95%
  • 10.33%
  • 11.65

Scheme Allocation

By Holding By Sector By Asset
8.72%
8.04%
5.20%
4.31%
4.07%
69.66%
View All

Advance Ratio

  • -1.26Alpha
  • 4.18SD
  • 0.97Beta
  • 0.34Sharpe

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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More Funds from SBI Mutual Fund

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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