RS
Rohit ShimpiFund Manager Since 1 Jan 2022
EquityEquity - ESG
SBI ESG Exclusionary Strategy Fund Regular Growth
3Y Annualised
13.64%
0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.61%
0.23% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 5 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹5433.25 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
Exit Load: For exit within 1 year from the date of allotment – 1 %. For exit after 1 year from the date of allotment – Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Reinvestment of Income dis cumcptlwdrl
4.67%
2nd
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Payout of Income dis cum cptl wdrl
4.67%
3rd
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Growth
4.67%
4th
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Reinvestment of Income dis cumcptlwdrl
4.64%
5th
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Payout of Income dis cum cptl wdrl
4.64%
31st
SBI ESG Exclusionary Strategy Fund Regular Growth
3.61%
Fund Managers
MJ
Mohit JainFund Manager Since 1 Jan 2022
About SBI ESG Exclusionary Strategy Fund Regular Growth
SBI ESG Exclusionary Strategy Fund Regular Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 34 years, having been launched on 1991-01-01. SBI ESG Exclusionary Strategy Fund Regular Growth has ₹5433.25 Cr worth of assets under management (AUM) as of Sun May 04 2025. The latest Net Asset Value (NAV) of SBI ESG Exclusionary Strategy Fund Regular Growth as of Fri May 02 2025 is ₹229.7216. The fund has an expense ratio of 1.94%, which is medium comparable to most other Equity funds.
SBI ESG Exclusionary Strategy Fund Regular Growth returns for the last 1 year are 7.71%. Since launch, it has delivered 9.56% average annual returns.
The SBI ESG Exclusionary Strategy Fund Regular Growth has the majority of its money invested in Financial Services, Technology, Industrials, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of SBI ESG Exclusionary Strategy Fund Regular Growth.
- HDFC Bank Ltd: 9.31%
- ICICI Bank Ltd: 8.15%
- Infosys Ltd: 5.52%
- Larsen & Toubro Ltd: 4.70%
- Axis Bank Ltd: 4.64%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 1991-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI ESG Exclusionary Strategy Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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