SBI ESG Exclusionary Strategy Fund - Direct (G) logo

SBI ESG Exclusionary Strategy Fund Direct Growth

NAV ₹270.37 as on 17 Nov 2025

RiskVery High

Fund Size₹5,719.57Cr

NAV₹270.37 as on 17 Nov 2025
RiskVery High
Fund Size₹5,719.57Cr

Download 3-in-1 Torus App
Trade at flat ₹11/order & Zero AMC
demat with one powerful SuperApp.

Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

For exit within 1 year from the date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

14.27%

Expense ratio

1.35%

Type

OPEN

AUM (Fund Size)

₹5,719.57

Risk Grade

Very High

Benchmark

Nifty 100 ESG TRI

Calculate Your Returns
Select Duration
Choose Amount
Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Rohit Shimpi

Experience:

Rohit Shimpi, Fund Manager, Portfolio Management Services (PMS) of SBI Funds Management Limited (SBIFML) has been transferred to Mutual Fund Department w.e.f. November 01, 2018 and is responsible for fund management and advisory services. Rohit joined SBIFML in 2006 as Equity Analyst. He had also been managing our Offshore Fund between March 2011 - October 2015. Rohit then moved to PMS division of SBIFML as Fund Manager in October 2015. Before joining SBIFML, he had worked with SGA News Ltd (Television 18 Group) as a Research Analyst for the firm's flagship financial news channel, CNBC TV18. Prior to that, he was a researcher with JP Morgan's offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance.

Asset Allocation

TREPS 1.73%

TBILL-182D 0.09%

TVS Motor Co. 0.03%

Net CA & Others -0.02%

See All
Scheme Holding Summary

Banks

IT - Software

Infrastructure Developers & Operators

Automobile

Cement

Refineries

Paints/Varnish

Non Ferrous Metals

Finance

Insurance

FMCG

Debt Others

Capital Goods - Electrical Equipment

Readymade Garments/ Apparells

Pharmaceuticals

Bearings

Power Generation & Distribution

Ceramic Products

E-Commerce/App based Aggregator

Quick Service Restaurant

Auto Ancillaries

Realty

Healthcare

Electronics

Consumer Durables

T Bills

Preference n Warrants

Entertainment

Numero Uno International Ltd

0.00%

Trading

Salora Capital Ltd

0.00%
See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#1 in India
Total AUM₹12,07,585.39Cr
Date of Incorporation07 Feb 1992
SBI ESG Exclusionary Strategy Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹12,07,585.39 Cr and the Latest NAV as of 17 Nov 2025 is ₹270.37.
The SBI ESG Exclusionary Strategy Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of For exit within 1 year from the date of allotment - 1%. For exit after 1 years from the date of allotment - NIL..
...Read more
Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns7.62%4.62%3.11%1.12%
Category average8.02%6.14%3.98%-
Rank within category10810679-

FAQ’s

What kind of returns does SBI ESG Exclusionary Strategy Fund Direct Growth provide?

SBI ESG Exclusionary Strategy Fund Direct Growth has given a return of 14.52% in the past 3 years.

What is the expense ratio charged by SBI ESG Exclusionary Strategy Fund Direct Growth?

The Expense Ratio charged by SBI ESG Exclusionary Strategy Fund Direct Growth is 1.35%.

What is the AUM size of SBI ESG Exclusionary Strategy Fund Direct Growth?

The AUM size of SBI ESG Exclusionary Strategy Fund Direct Growth is ₹5,719.57Cr.

What is the minimum SIP amount that you can invest in SBI ESG Exclusionary Strategy Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in SBI ESG Exclusionary Strategy Fund Direct Growth .

What are the top stock holdings of SBI ESG Exclusionary Strategy Fund Direct Growth?

The top stock holdings of SBI ESG Exclusionary Strategy Fund Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , Axis Bank Ltd and State Bank of India.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.