The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a divemified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Pradeep Kesavan
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of SBI ESG Exclusionary Strategy Fund is ₹242.4 as of 2026-08-28.
SBI ESG Exclusionary Strategy Fund is classified as a Thematic-ESG fund.
The Assets Under Management (AUM) of SBI ESG Exclusionary Strategy Fund is ₹5,469.61 Cr.
The expense ratio of SBI ESG Exclusionary Strategy Fund is 1.96%.
SBI ESG Exclusionary Strategy Fund is managed by Pradeep Kesavan.
The minimum SIP investment for SBI ESG Exclusionary Strategy Fund is ₹500.
As per the SEBI Riskometer, SBI ESG Exclusionary Strategy Fund carries a Very High risk level.
SBI ESG Exclusionary Strategy Fund has delivered 3.09% (1Y), 10.36% (3Y) and 9.07% (5Y) annualised returns as of 2026-08-28.
SBI ESG Exclusionary Strategy Fund was launched on 1987-06-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
