Kotak ESG Exclusionary Strategy Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak ESG Exclusionary Strategy Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹741 Cr
N/A
2.5
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.
Nifty 100 ESG Total Return Index
Kotak ESG Exclusionary Strategy Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.93 | -1.24 | 9.05 |
| 6M | 2.40 | 2.48 | 46.54 |
| 1Y | -5.65 | 4.08 | 124.12 |
| 3Y | 6.33 | 11.52 | 342.02 |
Portfolio Analysis
- Equity: 97.46%
- Debt: 2.54%
- Others
About Fund Kotak ESG Exclusionary Strategy Fund Growth
Kotak ESG Exclusionary Strategy Fund Growth managed by Kotak Mahindra Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹741 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.5. Under the expert guidance of Harsha Upadhyaya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Harsha Upadhyaya
Mr. Harsha Upadhyaya is A Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal ’93, Post Graduate Management (Finance) from Indian Institute of Management, Lucknow ’96 and Chartered Financial Analyst from the CFA Institute. He has 16 years of rich experience spread over Equity Research & Fund Management. His prior stints have been with companies such as DSP BlackRock Investment Managers, Prabhudas Lilladher Pvt. Ltd, SG Asia Securities, Reliance Group and UTI Asset Management Co. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC MNC Fund Growth | 3 | 566 CR | 2.95 |
| SBI Equity Minimum Variance Fund Growth | 0 | 207 CR | 0.89 |
| Kotak ESG Exclusionary Strategy Fund Growth | 0 | 740 CR | 2.5 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC MNC Fund Growth | 1.8247 | 18.7012 |
| This FundSBI Equity Minimum Variance Fund Growth | -3.4405 | 19.4925 |
| This FundKotak ESG Exclusionary Strategy Fund Growth | -5.6518 | 20.2148 |
| This FundUTI Gold Exchange Traded Fund Growth | 29.8361 | 150.3131 |
| This FundNippon India Taiwan Equity Fund Growth | 121.1286 | 324.1375 |
Kotak ESG Exclusionary Strategy Fund Growth FAQs
- 1 Month : -5.93%
- 6 Months : 2.40%
- 1 Year : -5.65%
- 3 Years : 6.33%
