SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF200K01198

NAV · 06-Jul-2026

₹75.1440

+4.56%

-3.95%

1Y (CAGR)

-0.85%

3Y (CAGR)

+10.26%

5Y (CAGR)

+10.13%

Since inception (CAGR)

+4.86%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

12.98%

Downside dev (3y)

9.91%

Max drawdown (3y)

-16.3%

Sharpe (3y)

0.29

SIP XIRR (3y)

+5.14%

SIP XIRR (5y)

+8.64%

Calendar-year returns

2020 +13.5%2021 +30.3%2022 -2.3%2023 +24.6%2024 +12.1%2025 +7.4%

Fund facts

Fund managerRohit Shimpi

AUM₹52,488 Cr

Launch date29-Oct-1993

Plan typeOpen Ended · Equity

Min lumpsum1000

Lock-inNone

Volatility17.16

AMCSBI Funds Management Limited

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.

scheme documents ↗