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SBI ESG Exclusionary Strategy Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI ESG Exclusionary Strategy Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹5,347 Cr

Lock In Period

N/A

Expense Ratio

1.89

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

SBI ESG Exclusionary Strategy Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.860.178.60
6M-1.332.1425.95
1Y0.034.5955.62
3Y9.8915.41196.29

Portfolio Analysis

  • Equity: 96.19%
  • Debt: 3.81%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd.8.72%
2. HDFC Bank Ltd.8.04%
3. Axis Bank Ltd.5.20%
4. Kotak Mahindra Bank Ltd.3.79%

1. Infosys Ltd.3.94%
2. LTM Ltd.1.79%

1. Larsen & Toubro Ltd.4.31%

1. Ultratech Cement Ltd.2.67%
2. JSW Cement Ltd.1.52%

1. Maruti Suzuki India Ltd.4.07%

1. Asian Paints Ltd.2.96%
2. Berger Paints India Ltd.1.05%

1. Bajaj Finance Ltd.3.95%

1. State Bank of India3.84%

1. Divi's Laboratories Ltd.1.60%
2. Mankind Pharma Ltd.1.19%
3. Biocon Ltd.1.02%

1. Timken India Ltd.1.80%
2. Schaeffler India Ltd.1.45%

1. Siemens Ltd.1.97%
2. Honeywell Automation India Ltd.1.26%

1. JSW Steel Ltd.2.82%

1. The Indian Hotels Company Ltd.1.61%
2. Jubilant Foodworks Ltd.0.89%
3. Lemon Tree Hotels Ltd.0.16%

1. Oberoi Realty Ltd.1.43%
2. Godrej Properties Ltd.1.20%

1. TVS Motor Company Ltd.2.52%

1. Reliance Industries Ltd.2.43%

1. Pidilite Industries Ltd.2.08%

1. ABB India Ltd.1.91%

1. Thermax Ltd.1.78%

1. Page Industries Ltd.1.46%

1. FSN E-Commerce Ventures Ltd.1.43%

1. Sona Blw Precision Forgings Ltd.1.32%

1. Britannia Industries Ltd.1.30%

1. ICICI Prudential Life Insurance Company Ltd.1.23%

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 ₹5,347 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 1.89. 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 NameRatingsAUMExpense Ratio
Axis ESG Integration Strategy Fund Growth01,077 CR2.65
UTI MNC Fund Growth12,715 CR2.12
SBI ESG Exclusionary Strategy Fund Growth05,346 CR1.89
LIC MF Gold ETF Growth01,344 CR0.45
UTI Gold Exchange Traded Fund Growth04,010 CR0.52
Fund Name1Y3Y
This FundAxis ESG Integration Strategy Fund Growth-1.589528.9828
This FundUTI MNC Fund Growth0.827330.2864
This FundSBI ESG Exclusionary Strategy Fund Growth0.03132.6868
This FundLIC MF Gold ETF Growth44.2076131.8944
This FundUTI Gold Exchange Traded Fund Growth43.7167132.3174

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 1.89. 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 : 1.86%
  • 6 Months : -1.33%
  • 1 Year : 0.03%
  • 3 Years : 9.89%
Returns of SBI ESG Exclusionary Strategy Fund Growth are updated daily based on NAV of ₹ 240.6682 as on Jul 17,2026. Since inception, the return has been 32.69%.

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 ₹5,347 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.