SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth

Factsheet

As of 31 Aug 2026

Inception

01 Jan 1991

Fund managers

Mr. Rohit Shimpi (since 01 Jan 2022)

Benchmark

NIFTY 100 ESG TRI

AUM

5355.92 crore

Regular expense

1.96%

Direct expense

1.42%

Portfolio turnover

0.36

Minimum investment

₹ 1,000

SIP minimum

₹ 500

Exit load

For exit within 1 year from the date of allotment - 1 %; For exit after 1 year from the date of allotment - Nil The risk of the scheme is Very High The risk of the benchmark is Very High This product is suitable for investors who are seeking^: • Long term capital appreciation. • Investments in companies following the ESG theme with exclusionary strategy. ^Investors should consult their financial

Standard deviation

14.48%

Beta

0.95

Sharpe

0.4