SBI ESG Exclusionary Strategy Fund
Direct · Growth ₹260.18
20 Apr 2026
NAV
14.3%
3Y CAGR
14.3%
5Y CAGR
14.2%
10Y CAGR
14.4%
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.
6.69
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 | ₹12.75 L | 16.7% | -56.0% | 90.6% |
| 3 Years | ₹36.00 L | ₹43.63 L | 14.1% | -18.1% | 33.3% |
| 5 Years | ₹60.00 L | ₹85.12 L | 14.1% | -6.4% | 23.2% |
| 10 Years | ₹1.20 Cr | ₹2.52 Cr | 14.4% | 10.7% | 17.2% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 16.7% | 2.1% | +14.6% |
| 3 Years | 14.1% | 11.2% | +2.9% |
| 5 Years | 14.1% | 11.1% | +3.0% |
| 10 Years | 14.4% | 11.9% | +2.5% |