52
ESGHold
Kotak ESG Exclusionary Strategy
Kotak · Direct–Growth · rank #5 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-5.1%
-3.0% vs index
3 Years
8.2%
-1.6% vs index
5 Years
7.2%
-2.3% vs index
Since launch
10.7%
Year-by-year performance
2021
+24.0%-6.6% vs index
2022
+0.3%-3.5% vs index
2023
+22.5%-4.1% vs index
2024
+13.9%-1.8% vs index
2025
+9.6%+1.9% vs index
2026
-6.4%-2.8% vs index
Why this score
Kotak ESG Exclusionary Strategy scores 52/100 — #5 of 10 ESG fund (Hold). It stands out for volatility and expense ratio — beating 72% of peers on volatility. The main drag is its 3y return (better than only 31% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
3Y return8.22% · 31st percentile in category
Volatility13.80 · 72nd percentile in category
Expense ratio1.16% · 65th percentile in category
Sharpe ratio0.44 · 61st percentile in category
5Y return7.22% · 56th percentile in category
Fund size740.60 Cr · 65th percentile in category
Top holdings
1.Bharti Airtel Ltd7.34%
2.ICICI Bank Ltd7.07%
3.HDFC Bank Ltd4.88%
4.Axis Bank Ltd4.74%
5.Infosys Ltd4.59%
47 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.