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  • Kotak Mahindra Mutual Fund
  • Kotak ESG Exclusionary Strategy Fund (G)
Kotak Mutual Fund

Kotak ESG Exclusionary Strategy Fund (G)

EquitySectoral / Thematic - Esg

17.512

NAV (Oct 04)

15.814%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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
-
Fund Managers

Arjun Khanna

Fund Manager

Harsha Upadhyaya

Fund Manager

Mandar Pawar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak ESG Exclusionary Strategy Fund (G)70%9,82,369 2,49,75711.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-12-29

Top Stock Holdings

Infosys Ltd.

6.6%
6.58%

HDFC Bank Ltd.

6%
6.02%

Larsen & Toubro Ltd.

5.2%
5.22%

Ultratech Cement Ltd.

4.7%
4.65%

GAIL (India) Ltd.

4.2%
4.24%
See all holdings

Allocation by Sector

Financial

22.06%
22.06%

Automobile

14.97%
14.97%

Technology

13.42%
13.42%

Materials

8.94%
8.94%

Healthcare

6.52%
6.52%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Kotak Mahindra Mutual Fund

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a banking license. Kotak Mahindra Mutual Fund started its operations in 1998. amc-img
phone-img022-61152100 / 1800-22-2626
Fund NameScripbox 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)?

Kotak ESG Exclusionary Strategy Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.