53
ESGHold
SBI ESG Exclusionary Strategy
SBI · Direct–Growth · rank #5 of 10 by Smart Score
Data updated
Trailing returns
1 Year
1.6%
-1.4% vs index
3 Years
10.0%
-1.6% vs index
5 Years
8.7%
-1.7% vs index
Since launch
13.2%
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
-2.8%-0.7% vs index
Why this score
SBI ESG Exclusionary Strategy scores 53/100 — #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 3y return (better than only 31% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
3Y return10.01% · 31st percentile in category
5Y return8.69% · 69th percentile in category
Fund size5469.61 Cr · 95th percentile in category
Expense ratio1.38% · 35th percentile in category
Alpha-1.61 · 33rd percentile in category
1Y return1.60% · 72nd percentile in category
Top holdings
1.ICICI Bank Ltd8.9%
2.HDFC Bank Ltd7.37%
3.Axis Bank Ltd4.64%
4.Bajaj Finance Ltd4.38%
5.Infosys Ltd4.35%
43 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.