
SBI ESG Exclusionary Strategy Fund(G)-Direct Plan
+8.23%
5Y annualised
+8.23%
5Y annualised
-0.88% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹258.56
Min. SIP amount
₹500
Fund size (AUM)
5355 Cr
Expense ratio
1.35%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹258.56
Min. SIP amount
₹500
Fund size (AUM)
5355 Cr
Expense ratio
1.35%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
67.77%
Mid Cap
19.12%
Small Cap
11.78%
Others
1.34%
Sector Allocation
Bank
24.34%
Automobile & Ancillaries
13.89%
It
7.72%
Chemicals
6.20%
Capital Goods
5.61%
Construction Materials
4.85%
Healthcare
4.43%
Infrastructure
4.20%
Others
28.66%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rohit Shimpi
Present
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FAQs
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