45
ESGHold
SBI ESG Exclusionary Strategy
SBI · Direct–Growth · rank #6 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-5.7%
-1.0% vs index
3 Years
8.0%
-1.4% vs index
5 Years
6.5%
-1.4% vs index
Since launch
12.7%
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
-6.7%-0.7% vs index
Why this score
SBI ESG Exclusionary Strategy scores 45/100 — #6 of 10 ESG fund (Hold). It stands out for fund size and 5y return — beating 95% of peers on fund size. 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 return7.96% · 31st percentile in category
Fund size4983.74 Cr · 95th percentile in category
Alpha-1.54 · 17th percentile in category
Sharpe ratio0.22 · 28th percentile in category
5Y return6.54% · 63rd percentile in category
Expense ratio1.49% · 25th percentile in category
Top holdings
1.ICICI Bank Ltd8.5%
2.HDFC Bank Ltd7.66%
3.Kotak Mahindra Bank Ltd4.32%
4.Larsen & Toubro Ltd4.19%
5.Bajaj Finance Ltd4.04%
44 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.