Kotak ESG Exclusionary Strategy Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.4%
Sharpe Ratio-0.19
Beta0.92
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services8.00%
ICICI Bank LtdFinancial Services5.95%
Bharti Airtel LtdServices5.73%
Larsen & Toubro LtdCapital Goods5.04%
Axis Bank LtdFinancial Services4.54%
Tech Mahindra LtdTechnology4.32%
Eternal LtdConsumers4.08%
Linde India LtdCapital Goods3.86%
UltraTech Cement LtdCapital Goods3.84%
Hero MotoCorp LtdConsumers3.54%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.28%
Regulatory & Tax Information
INF174KA1FE3
ISINDailyDealing Frequency
Morningstar India Sust NR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)