CASPeR Ranking #34
Kotak ESG Exclusionary Strategy Fund Regular Growth
NAV (Tue Jan 14 2025)
₹16
Returns (Since Inception)
7.27%
Category Average
9.24%
Rating
3
Allocation and Holdings
Asset class
Weightage
Technology
12.42%
Financial Services
17.54%
Industrials
4.83%
Communication Services
4.78%
Consumer Cyclical
7.99%
Basic Materials
4.20%
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4.5Overall rating
Scheme Information
Fund name
Kotak ESG Exclusionary Strategy Fund Regular Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹897.19 Cr
ISIN
INF174KA1FF0
Inception Date
Dec 18 2020
Standard Deviation
13.805
Beta
0.92
Sharpe Ratio
0.32
Benchmark
Nifty 100 ESG TR TR INR
Expense Ratio
2.230%
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
Risk
Very High Risk
Investment 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
About the AMC
Kotak Mahindra Asset Management Co Ltd
Phone Number
+91 22 61152100Email Address
fundaccops@kotakmutual.comCorporate Office Address
Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051Overall AUM
₹897.19 Cr
Website
www.kotakmf.com
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