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Kotak ESG Exclusionary Strategy Fund Direct growth
Equity • ESG • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ESG
Direct growth
Launched On
18 Dec 2020
4.9 years ago
Lock-in Period
No lock-in
NAV
as of 28 Oct 2025
₹19.13
-0.2659% (0.00)
AUM
₹850 Cr
Expense ratio
0.88%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
0.5%
If units sold after 90D
0%
Distribution
Asset split
Market capital
Equity99.24%
Cash0.76%
Debt0.00%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Technology
Basic Materials
Communication Services
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,67,277 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Mandar Pawar
Experience: 1.75 yrs • Total AUM: 6,349 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.