SBI ESG Exclusionary Strategy Fund - Direct Plan - Growth
code 119709 Sectoral/Thematic direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000
From 2013-01-02. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 9.93% | 2026-10-09 → 2026-11-09 |
| 3M | 1.09% | 2026-08-07 → 2026-11-09 |
| 6M | 5.20% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.37% | 2025-11-07 → 2026-11-09 |
| 3Y | 10.98% | 2023-11-09 → 2026-11-09 |
| 5Y | 7.82% | 2021-11-09 → 2026-11-09 |
| 7Y | 12.73% | 2019-11-08 → 2026-11-09 |
| 10Y | 12.44% | 2016-11-09 → 2026-11-09 |
| since inception | 13.24% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 43.44% | 3.23% | 5.32% | 25.05% | 4.52% | 15.54% | 14.43% | 31.35% | -1.68% | 25.44% | 12.84% | 8.06% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,170 | 15.17% | 11.74% | -28.30% | 87.90% | 85% |
| 3 years | 2,682 | 14.07% | 14.06% | -3.97% | 29.67% | 99% |
| 5 years | 2,189 | 13.94% | 14.49% | 0.33% | 25.30% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 9.08% | 6.91% | 11.30% |
| volatility | 15.00% | 14.00% | 16.25% |
| max drawdown | -16.01% | -19.51% | -36.66% |
| downside deviation | 10.86% | 9.83% | 11.53% |
| Sharpe ratio | 0.26 | 0.14 | 0.41 |
| Sortino ratio | 0.36 | 0.20 | 0.58 |
| Calmar ratio | 0.57 | - | - |
Sector/theme fund: not ranked. Compare with its benchmark above.