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SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 14.53%, with the bottom and top quartiles at 12.69% and 16.79% respectively. It has ranked in the top half of its category for 3 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.87% on assets of ₹5,265Cr. The fund is currently managed by Mr. Rohit Shimpi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 93% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI BANK LIMITED | Financial Services | 8.13% |
| HDFC BANK LIMITED | Financial Services | 7.90% |
| AXIS BANK LIMITED | Financial Services | 4.97% |
| LARSEN AND TOUBRO LIMITED | Industrials | 4.73% |
| INFOSYS LIMITED | Technology | 4.73% |
| STATE BANK OF INDIA | Financial Services | 4.06% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 3.89% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 3.32% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 3.32% |
| ASIAN PAINTS LIMITED | Basic Materials | 2.79% |
| RELIANCE INDUSTRIES LIMITED | Energy | 2.73% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 2.58% |
| SIEMENS LIMITED | Industrials | 2.11% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 2.04% |
| ABB INDIA LIMITED | Industrials | 1.99% |
| THERMAX LIMITED | Industrials | 1.86% |
| PIDILITE INDUSTRIES LIMITED | Basic Materials | 1.83% |
| TIMKEN INDIA LIMITED | Industrials | 1.80% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 1.47% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 1.46% |
| SCHAEFFLER INDIA LIMITED | Consumer Cyclical | 1.45% |
| OBEROI REALTY LIMITED | Real Estate | 1.37% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 1.32% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 1.31% |
| KAJARIA CERAMICS LIMITED | Consumer Cyclical | 1.27% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 4 | 33.88% |
| Automobile and Auto Components | — | 11.27% |
| Capital Goods | — | 8.76% |
| Information Technology | — | 8.06% |
| Consumer Durables | — | 6.19% |
| Construction | — | 4.73% |
| Healthcare | 1 | 3.74% |
| Consumer Services | — | 3.73% |
| Construction Materials | — | 3.32% |
| Metals & Mining | — | 3.32% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.91% | 2.51% | 11.40% | 28.23% | 65.42% | 83.3% |
| 3Y | 7.88% | 12.69% | 14.53% | 16.79% | 24.03% | 100.0% |
| 5Y | 9.10% | 11.66% | 15.37% | 17.68% | 21.24% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 47.8% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| quant ESG Integration Strategy Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹264 Cr | 2.65% | +19.66% | +19.85% | 5★ |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | Aditya Birla Sun Life Mutual Fund | ₹566 Cr | 2.41% | +11.25% | +9.25% | 5★ |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹752 Cr | 2.37% | +9.44% | +7.48% | 3★ |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹1,080 Cr | 2.25% | +9.04% | +7.01% | 3★ |
| Invesco India ESG Integration Strategy Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹376 Cr | 2.56% | +8.39% | +7.98% | 1★ |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | Quantum Mutual Fund | ₹92 Cr | 2.18% | +8.04% | +7.91% | 2★ |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹53 Cr | 2.47% | — | — | 1★ |
| Baroda BNP Paribas Best-in-Class Strategy Fund - Regular - Growth Option | Baroda BNP Paribas Mutual Fund | ₹647 Cr | 2.42% | — | — | — |