SBI ESG Exclusionary Strategy Fund - Direct - Growth
Equity Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
10.93%
Expense Ratio
1.40%
as of 01/07/2026
AUM
₹999.03 Cr
Qtr End: Mar 26
NAV
₹265.241
as of 17/07/2026
3Y Returns (CAGR)
10.93%
Expense Ratio
1.40%
as of 01/07/2026
AUM
₹999.03 Cr
Qtr End: Mar 26
NAV
₹265.241
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.95% | 8.02% | 12.84% |
| 6M | -0.80% | -1.59% | 18.28% |
| 1Y | 0.59% | 0.59% | 14.19% |
| 3Y | 36.49% | 10.93% | 13.14% |
| 5Y | 59.82% | 9.83% | 13.77% |
Scheme Details
- Launch Date
- 29/10/1993
- Fund Age
- 32.7 years
- Minimum Investment
- ₹1,000
- Fund House
- SBI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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