Kotak ESG Exclusionary Strategy Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
13.71%
Expense Ratio
0.93%
as of 01/03/2026
AUM
₹61.89 Cr
Qtr End: Dec 25
NAV
₹18.276
as of 17/04/2026
3Y Returns (CAGR)
13.71%
Expense Ratio
0.93%
as of 01/03/2026
AUM
₹61.89 Cr
Qtr End: Dec 25
NAV
₹18.276
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.25% | -15.96% | 22.66% |
| 6M | -4.28% | -8.38% | 16.94% |
| 1Y | 3.09% | 3.09% | 14.13% |
| 3Y | 47.03% | 13.71% | 13.44% |
| 5Y | 70.92% | 11.32% | 14.08% |
Scheme Details
- Launch Date
- 20/11/2020
- Fund Age
- 5.4 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
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