41760
20327
Kotak ESG Exclusionary Strategy Fund - Direct Growth
13.15
16.37
-1.44
-1.51
-9.09
-0.67
15.11
  • NAV

    17.67

    as on 26 Dec 2024

  • ₹0.02 (0.10%)

    Last Change

  • 13.15%

    3Y CAGR returns

  • ₹ 100

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.81%

    Expense Ratio
  • Rating
  • 940 Cr

    Fund Size
  • 4 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 26 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 16.37%
  • 13.15%
  • -
  • 15.11
  • 1.68Alpha
  • 3.95SD
  • 1.05Beta
  • 0.52Sharpe
  • Exit Load
  • 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 1 Year from the date of allotment of units. Any redemption in excess of such limit within 1 year from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before comletion of 1 year from the date of allotment of units-1.00% If redeemed or switched out on or after comletion of 1 year from the date of allotment of units-Nil
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.

Mandar Pawar

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  • Fund Name

Kotak Mahindra Mutual Fund

  • AUM :
  • 473,747Cr
  • Address :
  • 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
  • Contact :
  • +91022 61152100
  • Email ID :
  • fundaccops@kotakmutual.com
  • Fund Name
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FAQs

You can invest in Kotak ESG Exclusionary Strategy Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Kotak ESG Exclusionary Strategy Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Kotak ESG Exclusionary Strategy Fund - Direct Growth has delivered 17.98% since inception

The NAV of Kotak ESG Exclusionary Strategy Fund - Direct Growth is ₹18.076 as of 26 Dec 2024

The expense ratio of Kotak ESG Exclusionary Strategy Fund - Direct Growth is % as of 26 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Kotak ESG Exclusionary Strategy Fund - Direct Growth 988.8 CR as of 26 Dec 2024

The minimum SIP amount of Kotak ESG Exclusionary Strategy Fund - Direct Growth is 100

The top stock holdings of Kotak ESG Exclusionary Strategy Fund - Direct Growth are

  1. Infosys - 8.12%
  2. HDFC Bank - 7.62%
  3. ICICI Bank - 5.52%
  4. Larsen & Toubro - 5.03%
  5. Bharti Airtel - 4.67%

The top sectors Kotak ESG Exclusionary Strategy Fund - Direct Growth has invested in are

  1. Banks - 21.95%
  2. IT-Software - 11.05%
  3. Automobiles - 9.19%
  4. Cement & Cement Products - 8.19%
  5. Auto Components - 6.55%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Kotak ESG Exclusionary Strategy Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Kotak ESG Exclusionary Strategy Fund - Direct Growth based on your investment objective and risk tolerance

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