Widely used:
Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹17.8310 -1.43%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak ESG Exclusionary Strategy Fund - Direct Plan
|
|
Very High
|
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0.91 |
||
|
|
Very High
|
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1.34 |
|||
|
|
Very High
|
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1.08 |
|||
|
|
Very High
|
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1.33 |
|||
|
|
Very High
|
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1.44 |
₹864 Cr
0.50 (90)
100
1,000
100
1
Investment Strategy
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Suitability
ESG funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak ESG Exclusionary Strategy Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak ESG Exclusionary Strategy Fund - Direct Plan can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Kotak ESG Exclusionary Strategy Fund - Direct Plan, is ₹17.8310 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
8.89
|
|
|
6.59
|
|
|
5.83
|
|
|
4.64
|
|
|
4.57
|
Over the past five years, Kotak ESG Exclusionary Strategy Fund - Direct Plan has delivered an annualised return of --% as of 21-May-2025.
The minimum investment required to start investing in Kotak ESG Exclusionary Strategy Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
