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Kotak ESG Exclusionary Strategy Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.81 | 40.59 | 1.12 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 47.89 | 0.49 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY100 ESG - TRI |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Peers & Comparison
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund(IDCW) | 18.06% | 14.03% | 15.11% |
| ICICI Pru India Opp Fund(IDCW-Payout) | 16.31% | 17.96% | 17.76% |
| HDFC Manufacturing Fund(IDCW) | — | — | — |
| SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Price Comparison
Compare Kotak ESG Exclusionary Strategy Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Infosys Ltd3M change : 1.18 %
Holdings
8.12 %
1.18 % - HDFC Bank Ltd3M change : 0.95 %
Holdings
7.62 %
0.95 % - ICICI Bank Ltd3M change : 1.55 %
Holdings
5.52 %
1.55 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,74,047.59 Cr.
Fund Manager Profile
Mandar Pawar
AUM: ₹940.40 Cr.
|
Exp: 19yrs
Qualification
B.Com, M.M.S.
Past Experience
Mr. Mandar has an overall industry experience of 19 years. He has been working with Kotak Mutual Fund as an analyst for 16 years. Prior to joining Kotak Mahindra Mutual Fund, he has worked as research analyst on sell-side with KR Choksey Securities and MF Global Sify Securities for a period of 3.5 years.
Funds Managed (4)
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Kotak ESG Opportunities Fund by Mr. Mandar Pawar (Marathi)
4 years ago•Kotak Mutual Fund
Mutual Fund NFO: Kotak ESG Opportunities Fund | Nilesh Shah | Groww | Mutual Fund
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4 years ago•Invest Empires
Kotak ESG Opportunities Fund by Ms. Lakshmi Iyer (Tamil)
4 years ago•Kotak Mutual Fund
Kotak ESG Opportunities Fund by Mr. Nilesh Shah (Hindi)
4 years ago•Kotak Mutual Fund
Kotak ESG Opportunities Fund by Mr. Nilesh Shah (English)
4 years ago•Kotak Mutual Fund
Kotak ESG Opportunities Fund by Mr. Nilesh Shah (Gujarati)
4 years ago•Kotak Mutual Fund
Kotak ESG Opportunities Fund
4 years ago•Kotak Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%