- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak ESG Exclusionary Strategy Fund (G)
Kotak ESG Exclusionary Strategy Fund (G)
₹ 17.512
NAV (Oct 04)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.512
NAV (Oct 4)
Fund Returns
Last 1Y | 33.4% |
Last 3Y | 11.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 15.8% |
6 Month CAGR | 14.2% |
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 | 2.21 |
Launched (0y ago) | 2.21 |
AUM in Crores | 1008.1 |
ISIN | INF174KA1FF0 |
Lock-in | - |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.2 |
Beta | 1 |
Sharpe Ratio | 0.7 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund (G) | 9,82,369 | 2,49,757 | 11.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
6.6%HDFC Bank Ltd.
6%Larsen & Toubro Ltd.
5.2%Ultratech Cement Ltd.
4.7%GAIL (India) Ltd.
4.2%Allocation by Sector
Financial
22.06%Automobile
14.97%Technology
13.42%Materials
8.94%Healthcare
6.52%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.616% | 15.014% | ||
15.947% | 8.385% | ||
- | 5.712% | ||
6.308% | 6.905% | ||
5.79% | 7.308% |
Kotak ESG Exclusionary Strategy Fund (G) Review
Kotak ESG Exclusionary Strategy Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.814% over a period of 3 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 10/4/2024 is ₹17.51 with the total AUM as of 10/6/2024 is ₹1008.1166. 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 null.
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.
Kotak ESG Exclusionary Strategy Fund (G) is rated as a null fund in Equity and delivered 33.394% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak ESG Exclusionary Strategy Fund (G).
Frequently Asked Questions
What is Kotak ESG Exclusionary Strategy Fund (G)?
How to invest in Kotak ESG Exclusionary Strategy Fund (G)?
You can invest in Kotak ESG Exclusionary Strategy Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak ESG Exclusionary Strategy Fund (G)?
The minimum sip amount for Kotak ESG Exclusionary Strategy Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak ESG Exclusionary Strategy Fund (G) good to invest in?
As per Scripbox experts, Kotak ESG Exclusionary Strategy Fund (G) is a fund. You can investKotak ESG Exclusionary Strategy Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak ESG Exclusionary Strategy Fund (G)?
The expense ratio of the Kotak ESG Exclusionary Strategy Fund (G) is 2.21% for regular plan.