SBI ESG Exclusionary Strategy Fund
Direct · Growth ₹255.50
12 Jun 2026
NAV
14.3%
3Y CAGR
14.2%
5Y CAGR
14.1%
10Y CAGR
14.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.58
Sharpe
-36.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.73 L | 16.5% | -56.0% | 90.6% |
| 3 Years | ₹36.00 L | ₹43.58 L | 14.0% | -18.1% | 33.3% |
| 5 Years | ₹60.00 L | ₹85.02 L | 14.0% | -6.4% | 23.2% |
| 7 Years | ₹84.00 L | ₹1.40 Cr | 14.1% | 0.0% | 19.9% |
| 10 Years | ₹1.20 Cr | ₹2.51 Cr | 14.3% | 10.7% | 17.2% |
| 12 Years | ₹1.44 Cr | ₹3.50 Cr | 13.9% | 11.0% | 15.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.5% | 14.5% | 13.5% | +1.9% |
| 3 Years | 14.0% | 11.2% | 17.4% | +2.8% |
| 5 Years | 14.0% | 10.4% | 17.1% | +3.5% |
| 7 Years | 14.1% | 10.6% | 16.6% | +3.6% |
| 10 Years | 14.3% | 11.5% | 16.9% | +2.8% |
| 12 Years | 13.9% | 11.4% | 16.6% | +2.5% |