Kotak ESG Exclusionary Strategy Fund – Direct (IDCW)
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.76 %
Expense Ratio
Rating
1,008
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 35% | 14.5% | - | 18.6% | ||||
| Category Average | 35.6% | 13.5% | 10.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.42
Alpha
3.61
SD
0.87
Beta
1.32
Sharpe
Exit Load
| 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 |
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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 Managers
Harsha Upadhyaya - Fund Management and Equity Research - Fund Manager
Harsha Upadhyaya has 23 years of experience in the field. He is a Certified Treasury Analyst and Treasury MBA at the Indian Institute of Management in Lucknow. He also holds a bachelor’s degree in mechanical engineering from the National Institute of Technology of Suratkal. Mr Upadhyaya has been involved in fund management and equity research for over 20 years. As of March 2019, he currently manages over Rs. 625 billion in assets and manages funds.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 6,142
-
59.2%Fund Size - 6,142
-
38%Fund Size - 6,142
-
33.3%Fund Size - 6,142
-
- Equity .
- Sectoral / Thematic .
-
- 725
-
78%Fund Size - 725
-
35.1%Fund Size - 725
-
32%Fund Size - 725
-
- Equity .
- Sectoral / Thematic .
-
- 2,904
-
61.3%Fund Size - 2,904
-
33.8%Fund Size - 2,904
-
31.2%Fund Size - 2,904
-
- Equity .
- Sectoral / Thematic .
-
- 5,381
-
69.2%Fund Size - 5,381
-
30.3%Fund Size - 5,381
-
31.3%Fund Size - 5,381
-
- Equity .
- Sectoral / Thematic .
-
- 1,814
-
22.9%Fund Size - 1,814
-
20%Fund Size - 1,814
-
19.4%Fund Size - 1,814
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
More Funds from Kotak Mahindra Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 132
-
35.7%Fund Size - 132
-
16.8%Fund Size - 132
-
21.7%Fund Size - 132
-
- Equity .
- Small Cap .
-
- 17,638
-
44.8%Fund Size - 17,638
-
23.4%Fund Size - 17,638
-
35.4%Fund Size - 17,638
-
- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
-
14.5%Fund Size - 146
-
14%Fund Size - 146
-
- Debt .
- Fixed Maturity Plans .
-
- 802
-
11.2%Fund Size - 802
-
14.5%Fund Size - 802
-
14%Fund Size - 802
-
- Debt .
- Fixed Maturity Plans .
-
- 569
-
11.2%Fund Size - 569
-
14.5%Fund Size - 569
-
14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 32,884
-
36.8%Fund Size - 32,884
-
23.7%Fund Size - 32,884
-
23.8%Fund Size - 32,884
-
- Equity .
- Large Cap .
-
- 14,869
-
35.1%Fund Size - 14,869
-
16.2%Fund Size - 14,869
-
22.8%Fund Size - 14,869
-
- Equity .
- Large Cap .
-
- 64,222
-
38.3%Fund Size - 64,222
-
20.8%Fund Size - 64,222
-
22.7%Fund Size - 64,222
-
- Equity .
- Large Cap .
-
- 2,342
-
42.1%Fund Size - 2,342
-
19.8%Fund Size - 2,342
-
22.5%Fund Size - 2,342
-
- Equity .
- Large Cap .
-
- 1,238
-
41.9%Fund Size - 1,238
-
19%Fund Size - 1,238
-
22.5%Fund Size - 1,238
Frequently Asked Questions
How to invest in Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) ?
You can invest in Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) in the search box.
- 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"
What is the NAV of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) ?
The NAV of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) is ₹19 as of 16 September 2024.
How to redeem Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) holding ?
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”.
What is the minimum sip amount of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW)?
The minimum SIP amount of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) is ₹100
What are the top sectors Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) has invested in?
The top sectors Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) has invested in are
- Banks - 18.82%
- IT-Software - 13.42%
- Cement & Cement Products - 8.94%
- Automobiles - 7.75%
- Auto Components - 7.22%
Can I make investments in both the SIP and Lump Sum schemes of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) generated ?
The Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) has delivered 18.6% since inception
What is the expense ratio of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) ?
The expense ratio of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) is 0.76 % as of 16 September 2024.
What is the AUM of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW)?
The AUM of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) is ₹3,12,371 Cr as of 16 September 2024
What are the top stock holdings of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW)?
The top stock holdings of Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) are
- Infosys - 6.94%
- HDFC Bank - 6.67%
- Larsen & Toubro - 4.89%
- UltraTech Cem. - 4.48%
- Bharti Airtel - 4.26%
How can I redeem my investments in Kotak ESG Exclusionary Strategy Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak ESG Exclusionary Strategy Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.