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SBI ESG Exclusionary Strategy Fund-Reg(G)

+15.4%
(3Y CAGR)
EquitydotSector/Theme - ESGdotVery High
Fund Type

Scheme Details

NAV21 Jul 2025
240.5
AUM

5,799 Cr.

52 week high (NAV)26 Sep 2024
250.5
52 week low (NAV)07 Apr 2025
209.7
Inception date1991-01-01
Lock-in period

None

Minimum SIP500
Minimum Lumpsum1,000
Exit load info
1.0%
Benchmark IndexNIFTY100 ESG - TRI
KEY RATIOSinfo
Alpha0.07
Beta0.90
Standard Deviation3.56%
Sharpe Ratio0.26

Asset Allocation

Market capSectorsHoldings
Market cap (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

Rohit Shimpi2022-01-01 - Present
SBI ESG Exclusionary Strategy Fund-Reg(G) was launched on 1991-01-01 by SBI Mutual Fund. It is a Equity - Sectoral / Thematic with an AUM of 5799crore. The latest NAV is 240.50, as of 2025-07-21. The SBI ESG Exclusionary Strategy Fund-Reg(G) is rated as None. The minimum SIP amount for the SBI ESG Exclusionary Strategy Fund-Reg(G) is 500 and the minimum lumpsum amount is 1000.
personal

+91

Frequently Asked Questions

To invest a lumpsum amount in SBI ESG Exclusionary Strategy Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI ESG Exclusionary Strategy Fund-Reg(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in SBI ESG Exclusionary Strategy Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI ESG Exclusionary Strategy Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in SBI ESG Exclusionary Strategy Fund-Reg(G).

It will take up to one trading day for the invested SBI ESG Exclusionary Strategy Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in SBI ESG Exclusionary Strategy Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.