47
ESGHold
SBI ESG Exclusionary Strategy
SBI · Direct–Growth · rank #6 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-3.4%
-1.4% vs index
3 Years
8.1%
-1.7% vs index
5 Years
7.9%
-1.6% vs index
Since launch
12.9%
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
-4.8%-1.1% vs index
Why this score
SBI ESG Exclusionary Strategy scores 47/100 — #6 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 19% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
3Y return8.08% · 19th percentile in category
5Y return7.88% · 69th percentile in category
Fund size5355.93 Cr · 95th percentile in category
Alpha-1.70 · 17th percentile in category
Expense ratio1.42% · 30th percentile in category
Sharpe ratio0.42 · 39th percentile in category
Top holdings
1.ICICI Bank Ltd9.2%
2.HDFC Bank Ltd7.13%
3.Larsen & Toubro Ltd4.2%
4.Bajaj Finance Ltd4.14%
5.Kotak Mahindra Bank Ltd4.04%
45 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.