Kotak ESG Exclusionary Strategy Fund Direct - Growth
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Equity, Thematic-ESG, Principal at very high risk
1 Year Return 9.21% at 23 Dec 2025 09:48 AM
Fund Details
NAV 19.256
Sub-Type Thematic-ESG
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 5.03
Fund Size(in Crores) 868.61
Fund Performance
1 Month 0.53%
3 Month 2.22%
6 Month 5.86%
1 Year 9.21%
3 Year 15.33%
5 Year 13.93%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.39% Ret 1Y 7.37% Ret 3Y 7.45% Ret 5Y 6.18%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.93%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Harsha Upadhyaya
Education Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Experience Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Arjun Khanna
Education Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Mandar Pawar
Education Mr. Pawar has done B.Com and MMS
Experience Prior to joining Kotak Mahindra Mutual Fund, he has worked with KR Choksey Securities and MF Global Sify Securities
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2020-12-11
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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