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SBI ESG Exclusionary Strategy Fund Growth
+11.92%
3Y annualised
-2.35% 1D
NAV: 13 Mar '26
₹219.07
Min. for SIP
Not Supported
Fund size
₹5,526.06 Cr
Expense ratio
1.96%
Holdings (42)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.66% |
| ICICI Bank Ltd. | Financial | Equity | 8.46% |
| State Bank of India | Financial | Equity | 5.61% |
| Axis Bank Ltd. | Financial | Equity | 5.17% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.06% |
| Infosys Ltd. | Technology | Equity | 4.96% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.14% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.88% |
| Bajaj Finance Ltd. | Financial | Equity | 3.78% |
| Ultratech Cement Ltd. | Construction | Equity | 3.74% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.81% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.72% |
| Asian Paints Ltd. | Chemicals | Equity | 2.58% |
| Reliance Industries Ltd. | Energy | Equity | 2.54% |
| Eicher Motors Ltd. | Automobile | Equity | 2.19% |
| LTIMindtree Ltd. | Technology | Equity | 2.18% |
| ABB India Ltd. | Capital Goods | Equity | 2.01% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.89% |
| Timken India Ltd. | Capital Goods | Equity | 1.73% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 1.60% |
| Siemens Ltd. | Capital Goods | Equity | 1.55% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.51% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.47% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.46% |
| The Indian Hotels Company Ltd. | Services | Equity | 1.45% |
| Thermax Ltd. | Capital Goods | Equity | 1.36% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.35% |
| Page Industries Ltd. | Textiles | Equity | 1.30% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.19% |
| Oberoi Realty Ltd. | Construction | Equity | 1.19% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.18% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.17% |
| Godrej Properties Ltd. | Construction | Equity | 1.08% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.07% |
| L&T Technology Services Ltd. | Technology | Equity | 1.05% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.04% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.95% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.91% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.84% |
| Reserve Bank of India | Financial | T-Bills | 0.09% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
| Numero Uno International Ltd | Services | Equity | -- |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.9% | +9.6% | +12.2% | +14.3% |
| Category average (Equity Thematic) | +14.2% | +13.9% | +12.7% | -- |
| Rank (Equity Thematic) | 5 | 3 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 1 year
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
RSRohit ShimpiJan 2022 - PresentView details
RS
Rohit Shimpi
Jan 2022 - Present
View details
PKPradeep KesavanDec 2023 - PresentView details
PK
Pradeep Kesavan
Dec 2023 - Present
View details
About SBI ESG Exclusionary Strategy Fund Growth
SBI ESG Exclusionary Strategy Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Rohit Shimpi is the Current Fund Manager of SBI ESG Exclusionary Strategy Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,68,213 Cr and the Latest NAV as of 13 Mar 2026 is ₹219.07.
The SBI ESG Exclusionary Strategy Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 1 year
;
Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY 100 ESG Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,68,212.64 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,