Kotak ESG Exclusionary Strategy Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak ESG Exclusionary Strategy Growth Direct Plan

NAV
₹17.6640
-0.01%
(27 Dec)
AUM
940 Cr
TER
0.81%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.1%
+23.7%
+20.5%
+17.9%
+17.6%
+15.2%
3Y
+18.1%
+13.0%
+21.6%
+13.5%
+12.8%
+13.0%
5Y
NA
NA
NA
+18.7%
+18.4%
NA
ALL
+21.5%
+18.7%
+35.0%
+18.2%
+18.4%
+15.1%
VOL
12.1%
13.4%
17.4%
15.9%
-
14.0%
TER
1.0%
1.0%
0.8%
0.8%
-
0.8%
AUM
₹1,529 Cr
₹520 Cr
₹312 Cr
₹90 Cr
-
₹940 Cr
INFO
1.78
1.40
2.01
1.15
-
1.08
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak ESG Exclusionary Strategy (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
7.6%
Infosys Ltd
7.4%
ICICI Bank Ltd
5.5%
Larsen & Toubro Ltd
4.9%
Bharti Airtel Ltd
4.6%
UltraTech Cement Ltd
4.2%
Axis Bank Ltd
4.1%
Hero MotoCorp Ltd
4.1%
Linde India Ltd
3.9%
Zomato Ltd
3.8%
Top industry exposure
Financial Services
24.5%
Consumer Cyclical
17.2%
Basic Materials
15.7%
Technology
14.9%
Healthcare
7.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
18%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Mandar Pawar

FAQs