

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SBI MF ESG | 13.92% | 9.21% | 3.96% | 13.13% | 13.39% | 14.83% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | 10.41% | 12.62% |
| Excess over benchmark | 19.85% | 9.64% | 3.90% | 4.56% | 2.98% | 2.21% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 24 Sep 2024 | 23 Mar 2026 | −20.80% | 545 days | 10 Jul 2026 | 109 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |