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

Kotak ESG Exclusionary Strategy Growth Direct Plan

NAV
₹15.9460
-2.17%
(28 Feb)
AUM
861 Cr
TER
0.88%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.2%
+5.4%
+4.1%
+3.2%
+1.9%
-7.6%
3Y
+18.3%
+11.8%
+12.5%
+11.6%
+12.0%
+20.1%
5Y
NA
+14.7%
+16.8%
NA
+16.3%
NA
ALL
+18.8%
+14.0%
+15.9%
+12.4%
+16.3%
+30.2%
VOL
12.2%
15.9%
15.9%
14.0%
-
17.4%
TER
1.1%
1.3%
0.7%
0.9%
-
0.9%
AUM
₹1,505 Cr
₹5,544 Cr
₹92 Cr
₹861 Cr
-
₹288 Cr
INFO
1.54
0.88
1.00
0.88
-
1.73
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 Jan
Top holdings
HDFC Bank Ltd
7.9%
Infosys Ltd
6.6%
ICICI Bank Ltd
5.8%
Bharti Airtel Ltd
5.1%
Larsen & Toubro Ltd
5.0%
Tech Mahindra Ltd
4.7%
UltraTech Cement Ltd
4.4%
Zomato Ltd
3.8%
Axis Bank Ltd
3.8%
Hero MotoCorp Ltd
3.6%
Top industry exposure
Financial Services
24.2%
Consumer Cyclical
16.7%
Technology
15.1%
Basic Materials
13.2%
Healthcare
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
13%
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