Kotak ESG Exclusionary Strategy Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.33
• Std Deviation 13.55%
• Tracking Error 0.00%

The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. However, there can be no assurance that the investment objective of the Scheme will be realized.

The Kotak ESG Exclusionary Strategy Fund Regular Growth has an AUM of 809.60 crores & has delivered CAGR of 9.52% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.31%. The minimum investment in Kotak ESG Exclusionary Strategy Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Good respectively.

The top holdings of the fund include Bharti Airtel, HDFC Bank, ICICI Bank & Eternal.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Communications Services.

Some of the similar funds are ICICI Prudential ESG Exclusionary Strategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth, Kotak ESG Exclusionary Strategy Fund Regular Growth, Invesco India ESG Integration Stategy Fund Regular Growth, Axis ESG Integration Strategy Fund Regular Growth. Kotak ESG Exclusionary Strategy Fund Regular Growth has a sharpe ratio of 0.33 & a standard deviation of 13.55%.