• Mutual Funds
  • Kotak Mutual Fund
  • Kotak ESG Exclusionary Strategy Fund (Growth)

Formerly Kotak ESG Opportunities Reg Gr

Kotak Mutual Fund

Kotak ESG Exclusionary Strategy Fund (Growth)

EquitySectoral / Thematic - Esg

16.614

NAV (Jun 13)

15.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

16.614

NAV (Jun 13)

Fund Returns

Last 1Y
34.4%
Last 3Y
13.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
15.6%
6 Month CAGR
17.6%

Scheme Information

Investment Objective

The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental,Social and Governance parameters. However,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
2.22
Launched (4y ago)
Dec 18, 2020
AUM in Crores
988.804
ISIN
INF174KA1FF0
Lock-in
No Lock-in
Benchmark
Nifty 100 ESG TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
0
Beta (3yr)
0.89
Beta (5yr)
0
Sharpe Ratio (3yr)
0.552
Sharpe Ratio (5yr)
0
YTM
7.23
Fund Managers

Harsha Upadhyaya

Fund Manager

Mandar Pawar

Fund Manager

Arjun Khanna

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 (Growth)70%10,15,590 2,82,97813.2%
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 2024-06-13

Top Stock Holdings

hdfc bank ltd

5.9%
5.9%

larsen & toubro ltd

5.4%
5.4%

infosys ltd

5.3%
5.3%

linde india ltd

4.4%
4.4%

hero motocorp ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

24.8%
24.8%

consumer cyclical

18.6%
18.6%

basic materials

17.7%
17.7%

technology

11.1%
11.1%

industrials

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 423,181 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

11.9%

8.2%

16.6%

15.8%

-

5.2%

11.9%

8.2%

11.9%

8.2%

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 15.5% over a period of 3 years. The fund was previously known as Kotak ESG Opportunities Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Harsha Upadhyaya, Mandar Pawar.

Nav of Kotak ESG Exclusionary Strategy Fund (G) as of 6/13/2024 is ₹16.61 with the total AUM as of 6/14/2024 is ₹988.804. 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 Dec 18, 2020. The category risk of the fund is Very High Risk.

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 TR INR.

Kotak ESG Exclusionary Strategy Fund (G) is rated as a 0 fund in Equity and delivered 34.4% 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 Sectoral / Thematic - Esg 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 Not Reviewed Yet 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 2.22% for regular plan.