Which funds are similar to SBI ESG Exclusionary Strategy Fund Direct Plan-Growth?
Funds similar to SBI ESG Exclusionary Strategy Fund Direct Plan-Growth in the Equity: Thematic-ESG category include ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth, Axis ESG Integration Strategy Fund Direct-Growth, and Kotak ESG Exclusionary Strategy Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI ESG Exclusionary Strategy Fund Direct Plan-Growth in its category?
On a 3-year return basis SBI ESG Exclusionary Strategy Fund Direct Plan-Growth is ranked 7 out of 9 funds in the Equity: Thematic-ESG category as of 6 Sep 2026. On a 5-year return basis it ranks 3 out of 9. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does SBI ESG Exclusionary Strategy Fund Direct Plan-Growth's expense ratio compare to similar funds?
SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has an expense ratio of 1.49%. The peers ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth has an expense ratio of 1.25% and Axis ESG Integration Strategy Fund Direct-Growth has 1.82%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does SBI ESG Exclusionary Strategy Fund Direct Plan-Growth's AUM compare to similar funds?
SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has an AUM of ₹5,469.61 crore. The peers ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth has an AUM of ₹1,365.3 crore and Axis ESG Integration Strategy Fund Direct-Growth has ₹1,082.89 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-ESG?
The top performing fund in the Equity: Thematic-ESG category on a 3-year basis is Quant ESG Integration Strategy Fund Direct-Growth with a CAGR of 17.41% as of 6 Sep 2026. SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has delivered 9.14% CAGR over the same period, ranking 7 out of 9 funds. You can view and compare the full category ranking on sharpely.
How does SBI ESG Exclusionary Strategy Fund Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has a Sharpe ratio of 0.39 compared to the Equity: Thematic-ESG average of 0.43 as of 6 Sep 2026. It ranks 6 out of 9 funds in its category on Sharpe ratio.
