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Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan 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 - Growth - Direct Plan is ₹16.25.
It is better to invest in a fund with a longer track record as Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan 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 - Growth - Direct Plan fund’s expense ratio is 0.76%
The process for redemption is
The AUM of Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan 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 - Growth - Direct Plan 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 - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Harsha Upadhyaya and Mandar Pawar manage the Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan Fund.
Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan current PE ratio is 43.45 and PB ratio is 6.35
The asset allocation of Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan is Stocks : 99.63%, Debt : 0.01% and Gold : 0.37%
The minimum SIP amount for Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak ESG Exclusionary Strategy Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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