Kotak ESG Exclusionary Strategy Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
10.55%
Expense Ratio
0.93%
as of 01/03/2026
AUM
₹51.56 Cr
Qtr End: Mar 26
NAV
₹17.467
as of 03/06/2026
3Y Returns (CAGR)
10.55%
Expense Ratio
0.93%
as of 01/03/2026
AUM
₹51.56 Cr
Qtr End: Mar 26
NAV
₹17.467
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.95% | -14.90% | 21.85% |
| 6M | -9.33% | -17.79% | 17.70% |
| 1Y | -4.86% | -4.86% | 13.93% |
| 3Y | 35.10% | 10.55% | 13.67% |
| 5Y | 51.57% | 8.67% | 14.20% |
Scheme Details
- Launch Date
- 20/11/2020
- Fund Age
- 5.5 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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|---|---|---|---|
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