Open Demat Account
English
✕
Login Dashboard
  1. Home
  2. Mutual Funds
41760
20327
Kotak ESG Exclusionary Strategy Fund - Direct (G)
14.39
4.87
-0.86
0.89
3.98
6.55
13.93
7
1.5
14.39
Kotak ESG Exclusionary Strategy Fund - Direct (G)
1.43
12.66
1.11
3.5
3 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    19.15

    04 Dec 2025

  • 0.24%

     1 Day

  • 14.39%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.91%

    Expense Ratio

  • NA

     Rating

  • 1,008 Cr

    Fund Size

  • 5 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Fund Comparison

Investment Period : 3 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 04 Dec 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.87%
  • 14.39%
  • 13.93
By Holding By Sector By Asset
8.21%
6.41%
5.87%
4.66%
4.11%
70.74%
View All
  • 1.92Alpha
  • 3.40SD
  • 0.88Beta
  • 0.81Sharpe
  • Exit Load
  • For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes
20327
  • Fund Name
  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

Other Calculators

FAQs

You can invest in Kotak ESG Exclusionary Strategy Fund - Direct (G) 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 (G) 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 (G) has delivered 17.98% since inception

The NAV of Kotak ESG Exclusionary Strategy Fund - Direct (G) is ₹18.076 as of 04 Dec 2025

The expense ratio of Kotak ESG Exclusionary Strategy Fund - Direct (G) is % as of 04 Dec 2025

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 (G) 988.8 CR as of 04 Dec 2025

The minimum SIP amount of Kotak ESG Exclusionary Strategy Fund - Direct (G) is 100

The top stock holdings of Kotak ESG Exclusionary Strategy Fund - Direct (G) are

  1. HDFC Bank - 8.21%
  2. Bharti Airtel - 6.41%
  3. Eternal Ltd - 5.87%
  4. ICICI Bank - 4.66%
  5. Infosys - 4.11%

The top sectors Kotak ESG Exclusionary Strategy Fund - Direct (G) 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 (G) 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 (G) based on your investment objective and risk tolerance

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form