SBI ESG Exclusionary Strategy Fund Growth Return
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- 6M
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- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
SBI ESG Exclusionary Strategy Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹4,810 Cr
Lock In Period
N/A
Expense Ratio
1.98
Exit Load
For exit within 1 year from the date of allotment - 1 %.For exit after 1 year from the date of allotment - Nil.
Benchmark
Nifty 100 ESG Total Return Index
Summary
SBI ESG Exclusionary Strategy Fund Growth NAV is ₹228.7094 as of 16 May, 2026. SBI ESG Exclusionary Strategy Fund Growth has delivered 34.96% returns since its launch. The minimum SIP investment amount in SBI ESG Exclusionary Strategy Fund Growth is ₹500. The AUM of SBI ESG Exclusionary Strategy Fund Growth is ₹4,810 Cr. The expense ratio of the fund is 1.98%, and its benchmark is Nifty 100 ESG Total Return Index. The current exit load of the fund is For exit within 1 year from the date of allotment - 1 %.For exit after 1 year from the date of allotment - Nil.. In the last 1M months, SBI ESG Exclusionary Strategy Fund Growth has delivered -1.16% returns.
SBI ESG Exclusionary Strategy Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.16 | 0.68 | 17.21 |
| 6M | -7.49 | 1.59 | 37.49 |
| 1Y | -2.58 | 5.20 | 78.79 |
| 3Y | 10.51 | 14.59 | 196.29 |
Portfolio Analysis
- Equity: 98.53%
- Debt: 1.47%
- Others
As on: 2026-03-31
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About Fund SBI ESG Exclusionary Strategy Fund Growth
SBI ESG Exclusionary Strategy Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹4,810 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 1.98. Under the expert guidance of Rohit Shimpi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Shimpi
Mr. Rohit Shimpi is a B. Com., PGDBM (Finance), CFA. Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund Growth | 0 | 92.31 CR | 2.18 |
| Axis ESG Integration Strategy Fund Growth | 0 | 1006.49 CR | 2.31 |
| SBI ESG Exclusionary Strategy Fund Growth | 0 | 4810.38 CR | 1.98 |
| LIC MF Gold ETF Growth | 0 | 1404.97 CR | 0.45 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4098.98 CR | 0.47 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuantum ESG Best In Class Strategy Fund Growth | -4.8131 | 29.9883 |
| This FundAxis ESG Integration Strategy Fund Growth | -3.8793 | 32.0395 |
| This FundSBI ESG Exclusionary Strategy Fund Growth | -2.578 | 34.9573 |
| This FundLIC MF Gold ETF Growth | 69.5348 | 157.6352 |
| This FundUTI Gold Exchange Traded Fund Growth | 69.2074 | 158.2671 |
SBI ESG Exclusionary Strategy Fund Growth FAQs
SBI ESG Exclusionary Strategy Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI ESG Exclusionary Strategy Fund Growth is 1.98. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI ESG Exclusionary Strategy Fund Growth’s fund performance is as follows:
- 1 Month : -1.16%
- 6 Months : -7.49%
- 1 Year : -2.58%
- 3 Years : 10.51%
You can invest in SBI ESG Exclusionary Strategy Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI ESG Exclusionary Strategy Fund Growth is ₹4,810 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI ESG Exclusionary Strategy Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
