55
ESGHold
SBI ESG Exclusionary Strategy
SBI · Direct–Growth · rank #5 / 10 Smart Score ke hisaab se
Data updated
SBI ESG Exclusionary Strategy ka score 55/100 hai — 10 mein #5 ESG fund (Hold). Mazbooti: 5 saal ka return (category mein 69th percentile) aur fund size (category mein 95th percentile). Kamzori: expense ratio (category mein 35th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-1.4%
-0.4% index ke muqable
3 saal
10.0%
-1.6% index ke muqable
5 saal
10.3%
-1.4% index ke muqable
Launch se
13.2%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
31.4%
2022
-1.7%
2023
25.4%
2024
12.8%
2025
8.1%
2026
-4.0%
Risk metrics
Sharpe ratio
0.42
↑ jitna zyada, utna accha
Sortino ratio
0.37
↑ jitna zyada, utna accha
Std deviation
14.59
↓ jitna kam, utna accha
Alpha
-1.61
↑ jitna zyada, utna accha
Beta
0.97
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.