- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak ESG Exclusionary Strategy Fund (G)
Kotak ESG Exclusionary Strategy Fund (G)
₹ 16.25
NAV (May 02)
Scheme Information
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Expense Ratio | 2.3 % |
Launched 4Y ago | 2020-12-11 |
AUM in Crores | 847.6 |
ISIN | INF174KA1FF0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.2 |
Beta | 1 |
Sharpe Ratio | 0.2 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
6.58%HDFC Bank Ltd.
6.02%Larsen & Toubro Ltd.
5.22%Ultratech Cement Ltd.
4.65%GAIL (India) Ltd.
4.24%
Allocation by Sector
Financial
26.05%Technology
14.32%Automobile
10.82%Services
8.69%Materials
7.91%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
Kotak ESG Exclusionary Strategy Fund (G) Review
Kotak ESG Exclusionary Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 11.79% over 4 years. The fund has grown over a period of 4 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Harsha Upadhyaya, Mandar Pawar.
Nav of Kotak ESG Exclusionary Strategy Fund (G) as of 5/2/2025 is ₹16.25 with the total AUM as of 5/3/2025 is ₹847.62. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak ESG Exclusionary Strategy Fund (G) was launched on 2020-12-11. The category risk of the fund is Very High.
The minimum SIP amount for Kotak ESG Exclusionary Strategy Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak ESG Exclusionary Strategy Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 100 ESG Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak ESG Exclusionary Strategy Fund (G).