Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Category: Equity: Thematic-ESG
Launch Date: 05-12-2020
AUM:
₹ 997.88 Cr
Expense Ratio
2.21%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF174KA1FF0
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Harsha Upadhyaya, Arjun Khanna, Mandar Pawar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 29.62 | 13.42 | - |
| NIFTY 100 ESG TRI | 29.92 | 15.61 | 17.38 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.481
Last change
0.14 (0.8914%)
Fund Size (AUM)
₹ 997.88 Cr
Performance
13.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Fund Manager
Harsha Upadhyaya, Arjun Khanna, Mandar Pawar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC Bank Ltd. | 5.94 |
| Infosys Ltd. | 5.55 |
| Larsen & Toubro Ltd. | 5.22 |
| Linde India Ltd. | 4.14 |
| Axis Bank Ltd. | 4.09 |
| Ultratech Cement Ltd. | 4.0 |
| GAIL (India) Ltd. | 3.88 |
| Maruti Suzuki India Ltd. | 3.85 |
| ICICI Bank Ltd. | 3.75 |
| Bharti Airtel Ltd. | 3.7 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 25.46 |
| Automobile | 15.02 |
| Technology | 12.58 |
| Materials | 8.6 |
| Healthcare | 6.04 |
| Construction | 5.22 |
| Energy | 5.15 |
| Metals & Mining | 4.87 |
| Services | 4.79 |
| Chemicals | 4.14 |