55
ESGHold
SBI ESG Exclusionary Strategy
SBI · Direct–Growth · rank #5 of 10 by Smart Score
Trailing returns
1 Year
0.6%
+0.1% vs index
3 Years
10.5%
-1.7% vs index
5 Years
10.7%
-1.2% vs index
Since launch
13.4%
Year-by-year performance
2021
+31.4%+0.7% vs index
2022
-1.7%-5.5% vs index
2023
+25.4%-1.1% vs index
2024
+12.8%-2.8% vs index
2025
+8.1%+0.4% vs index
2026
-2.0%-0.3% vs index
Why this score
SBI ESG Exclusionary Strategy scores 55/100 — #5 of 10 ESG fund (Hold). It stands out for 5y return and fund size — beating 69% of peers on 5y return. The main drag is its expense ratio (better than only 35% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
5Y return10.69% · 69th percentile in category
Fund size5346.83 Cr · 95th percentile in category
Expense ratio1.33% · 35th percentile in category
Alpha-1.61 · 33rd percentile in category
3Y return10.54% · 44th percentile in category
1Y return0.62% · 72nd percentile in category