Kotak ESG Exclusionary Strategy Fund Regular-Growth
The fund is rated 0 stars. Balance between returns and downside risk provided limited support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.5% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 740.598 AUM and a 2.497 expense ratio. Considering all these factors, we have rated this fund as 0.0 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
8 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
31 Aug 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (49)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| Bharti Airtel Ltd. | 7.34% | ₹54.36 Cr | 3,00,000 |
| ICICI Bank Ltd. | 7.07% | ₹52.34 Cr | 3,60,000 |
| HDFC Bank Ltd. | 4.88% | ₹36.16 Cr | 5,10,000 |
| Axis Bank Ltd. | 4.74% | ₹35.1 Cr | 2,70,000 |
| Infosys Ltd. | 4.59% | ₹34.01 Cr | 3,00,000 |
| Larsen & Toubro Ltd. | 4.42% | ₹32.76 Cr | 81,000 |
| Bajaj Finance Ltd. | 4.28% | ₹31.71 Cr | 3,00,000 |
| Bosch Ltd. | 4.05% | ₹30 Cr | 6,000 |
| Shriram Finance Ltd | 4.05% | ₹29.97 Cr | 2,70,000 |
| Eternal Ltd. | 3.99% | ₹29.53 Cr | 9,00,000 |
Fund விவரங்கள்
Long term capital growth. Investment in portfolio of predominantly equity & equity related securities of companies following environmental, social and governance (ESG) criteria.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
0.5% for redemption within 90 Days