₹ 15.79
NAV (Jan 17)
View Less
Investment Duration5 years
6,00,000
Total Investment2,07,998
Wealth Gained8,07,998
Total Corpus Created (₹)
With CAGR of 11.983 % in 5 years₹ 15.789
NAV (Jan 17)
Last 1Y | 7.6% |
Last 3Y | 7.5% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 12% |
6 Month CAGR | -7.7% |
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 4Y ago | 2020-12-11 |
AUM in Crores | 897.2 |
ISIN | INF174KA1FF0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.1 |
Beta | 1 |
Sharpe Ratio | 0.6 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Kotak ESG Exclusionary Strategy Fund (G) | 8,78,014 | 1,45,402 | 7.5% | |
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.
Infosys Ltd.
6.58%HDFC Bank Ltd.
6.02%Larsen & Toubro Ltd.
5.22%Ultratech Cement Ltd.
4.65%GAIL (India) Ltd.
4.24%Financial
23.63%Technology
13.56%Automobile
13.55%Materials
8.64%Healthcare
6.81%Fund Name | Fund Size | |
---|---|---|
₹ 23,898 cr | ||
₹ 27,791 cr | ||
₹ 63,264 cr | ||
₹ 48,307 cr | ||
₹ 16,610 cr |
Kotak Mahindra Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
16.8% | 16.7% | ||
16.3% | 8.5% | ||
- | 5.8% | ||
6.6% | 6.9% | ||
6.2% | 7.2% |
Investment Duration5 years
6,00,000
Total Investment2,07,998
Wealth Gained8,07,998
Total Corpus Created (₹)
With CAGR of 11.983 % in 5 yearsKotak ESG Exclusionary Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 11.98% 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 1/17/2025 is ₹15.79 with the total AUM as of 1/19/2025 is ₹897.19. 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).