← SBI Mutual Fund
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF200K01214
NAV · 06-Jul-2026
₹240.2725
1M
+4.56%
6M
-3.95%
1Y (CAGR)
-0.85%
3Y (CAGR)
+10.26%
5Y (CAGR)
+10.13%
Since inception (CAGR)
+11.67%
NAV history
hover for values
Risk & SIP analytics
Q3 · 3Y in categoryVolatility (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
TER · AMFI officialDirect 1.33% · Regular 1.89% (2026-06-30)
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 ↗