CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
SBI Mutual Fund logo
EQUITY•SECTORAL / THEMATIC

SBI ESG Exclusionary Strategy Fund

3 Year return

14.01%
NAV on December 12, 2025
270.36
1D Returns
+1.62%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
24.86%₹895
Total Value ₹4,495

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹5,769.4 Cr.
Expense Ratio
1.33% (inclusive of GST)
Exit Load
For exit within 1 year from the date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

MJ

Mohit Jain

Fund Manager since Nov 2017

RS

Rohit Shimpi

Fund Manager since Jan 2022

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund24.5621%
0
Aditya Birla Sun Life PSU Equity Fund25.6746%
0
SBI PSU Fund27.2566%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Magnum Equity ESG Fund Direct Plan Growth

SBI Magnum Equity ESG Fund Direct Plan Growth, formerly known as SBI Magnum Equity Fund is an open ended equity scheme. It makes investments in businesses that uphold environmental, social, and governmental (ESG) standards. This equity-ESG fund belongs to the SBI Mutual Fund. The benchmark for the scheme is NIFTY 100 ESG Total Return Index.

Investment Objective of The Scheme

SBI Magnum Equity ESG Fund Direct Plan Growth is an actively managed fund that puts its investments in a diverse basket of firms/companies which meet environmental, social, and governance requirements, and aims to offer investors options for long-term capital growth. Companies are graded according to governance, social responsibility, and environmental management criteria.The ESG scores determine a security's active weight. Positive scores and active weights are mutually exclusive.

Key Features of The Fund

5-year return
15.4176%
Expense Ratio
1.33%
Fund Manager
Mohit Jain
Fund Size
₹5769.4 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you are looking for long term income via investments, you could consider making an investment in SBI Magnum Equity ESG Fund Direct Plan Growth. However, note that this scheme has very high risk levels and the ideal investment horizon is at least 3 years or more. Take into account your financial plans and risk tolerance before you make a decision.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Build Investment Discipline with SIPs

SIPs instill a habit of disciplined saving. By automating your investments, you ensure consistent contributions towards your financial goals. Plan your SIP investment strategy the SIP investment calculator. This tool helps you estimate returns and stay on track with your long-term investment plan.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI ESG Exclusionary Strategy Fund on December 12, 2025, is ₹270.36
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI ESG Exclusionary Strategy Fund, is ₹5769.4 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI ESG Exclusionary Strategy Fund is 1.33%
The SBI ESG Exclusionary Strategy Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI ESG Exclusionary Strategy Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,495 in 3Y at 14.0139% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from