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Sectoral / Thematicregulargrowth📊 NIFTY100 ESG TRI

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Kotak Mahindra Mutual Fund

#182 of 213 (1Y)

₹16.1780

0.17 (-1.05%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹16.1780

0.17 (-1.05%)

29 May 2026

AMFI: 148602

Direct · Growth

₹₹17.6490

0.18 (-1.04%)

29 May 2026

AMFI: 148606

Regular · IDCW

₹₹16.1780

0.17 (-1.05%)

29 May 2026

AMFI: 148603

Direct · IDCW

₹₹17.6490

0.19 (-1.04%)

29 May 2026

AMFI: 148605

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.36%
1 Month-4.11%
3 Months-9.30%
6 Months-9.18%
1 Year-4.53%
3 Years (CAGR)+10.47%
5 Years (CAGR)+8.17%
10 Years (CAGR)
Since Inception (Nov 2020)+9.05%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-9.13%
3 Year SIP+2.49%
5 Year SIP+6.29%
Since Inception (Nov 2020)+6.81%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹6,600

Invested

₹7,980

Value today

6.8%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹162

Value today

9.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,30,000

Withdrawn

₹12,18,801

Corpus left

+₹5,48,801 net gain — withdrew ₹3,30,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,91,833

Value today

-8.1%

vs lumpsum

Direct lumpsum would have beaten STP by 8.1% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹99,465

Value today

1.0×

Multiple

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 5 years

Expense ratio drag on your actual returns

Direct plan

₹37,516

Regular plan

₹35,951

Direct earns ₹1,565 more on a ₹30K investment1.04% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹802 Cr
Expense Ratio2.31%
Min SIP₹100
Min Lumpsum₹100
BenchmarkNIFTY100 ESG TRI ✓
Launch Date20 Nov 2020
AMFI Code148602

Risk Metrics

Trailing 1 year, annualised

-0.57

Sharpe Ratio

-0.07

Alpha

0.44

Beta

-0.56

Sortino

14.35%

Std Dev

-14.87%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

BHARTI AIRTEL LTD.

INE397D01024

768.00%

BHARTI AIRTEL LTD.

INE397D01024

767.00%

HDFC BANK LTD.

INE040A01034

619.00%

HDFC BANK LTD.

INE040A01034

615.00%

ICICI BANK LTD.

INE090A01021

510.00%

ICICI BANK LTD.

INE090A01021

504.00%

Infosys Ltd.

INE009A01021

471.00%

ETERNAL LIMITED

INE758T01015

460.00%

ETERNAL LIMITED

INE758T01015

452.00%

Larsen and Toubro Ltd.

INE018A01030

432.00%

BAJAJ FINANCE LTD.

INE296A01032

411.00%

Linde India Ltd.

INE473A01011

408.00%

Linde India Ltd.

INE473A01011

405.00%

AXIS BANK LTD.

INE238A01034

405.00%

Larsen and Toubro Ltd.

INE018A01030

400.00%

AXIS BANK LTD.

INE238A01034

393.00%

STATE BANK OF INDIA.

INE062A01020

383.00%

BAJAJ FINANCE LTD.

INE296A01032

373.00%

STATE BANK OF INDIA.

INE062A01020

373.00%

Ultratech Cement Ltd.

INE481G01011

370.00%

Ultratech Cement Ltd.

INE481G01011

364.00%

Infosys Ltd.

INE009A01021

353.00%

Tech Mahindra Ltd.

INE669C01036

351.00%

SHRIRAM FINANCE LIMITED

INE721A01047

336.00%

SHRIRAM FINANCE LIMITED

INE721A01047

332.00%

BHARAT FORGE LTD.

INE465A01025

225.00%

TATA CONSULTANCY SERVICES LTD.

INE467B01029

220.00%

TATA CONSULTANCY SERVICES LTD.

INE467B01029

217.00%

Bosch Limited

INE323A01026

215.00%

Hero MotoCorp Ltd.

INE158A01026

214.00%

BHARAT FORGE LTD.

INE465A01025

212.00%

Hero MotoCorp Ltd.

INE158A01026

203.00%

Avenue Supermarts Ltd

INE192R01011

201.00%

Avenue Supermarts Ltd

INE192R01011

184.00%

Bosch Limited

INE323A01026

182.00%

AMBUJA CEMENTS LTD.

INE079A01024

177.00%

Glaxosmithkline Pharma Ltd

INE159A01016

177.00%

Glaxosmithkline Pharma Ltd

INE159A01016

171.00%

AMBUJA CEMENTS LTD.

INE079A01024

170.00%

Britannia Industries Ltd.

INE216A01030

168.00%

Siemens Ltd.

INE003A01024

167.00%

Britannia Industries Ltd.

INE216A01030

167.00%

GODREJ CONSUMER PRODUCTS LTD.

INE102D01028

157.00%

GODREJ CONSUMER PRODUCTS LTD.

INE102D01028

154.00%

BIOCON LTD.

INE376G01013

137.00%

Siemens Ltd.

INE003A01024

137.00%

Tech Mahindra Ltd.

INE669C01036

137.00%

HCL Technologies Ltd.

INE860A01027

132.00%

BIOCON LTD.

INE376G01013

129.00%

KOTAK MAHINDRA BANK LTD.

INE237A01036

127.00%

Performance Comparison

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Investment Objective

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹802 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY100 ESG TRI. The current expense ratio is 2.31%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations