Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.7 | 13.99 | N/A | N/A |
Average Rolling Returns(%) | 9.83 | 13.93 | N/A | N/A |
The Current NAV of Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth is ₹15.78.
It is better to invest in a fund with a longer track record as Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth fund’s expense ratio is 2.21%
The process for redemption is
The AUM of Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth is currently ₹998 Crores.
The Top three stocks are HDFC Bank, Infosys and Larsen & Toubro and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 44% of fund’s portfolio respectively.
Top three sectors of Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 54% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Harsha Upadhyaya and Mandar Pawar manage the Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Fund.
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth current PE ratio is 39.87 and PB ratio is 6.37
The asset allocation of Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth is Stocks : 99.63%, Debt : 0.01% and Gold : 0.37%
The minimum SIP amount for Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year