59
ESGHold
Kotak ESG Exclusionary Strategy
Kotak · Direct–Growth · rank #4 of 10 by Smart Score
Trailing returns
1 Year
0.1%
-0.5% vs index
3 Years
11.1%
-1.2% vs index
5 Years
9.4%
-2.5% vs index
Since launch
11.6%
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
-3.9%-2.1% vs index
Why this score
Kotak ESG Exclusionary Strategy scores 59/100 — #4 of 10 ESG fund (Hold). It stands out for expense ratio and volatility — beating 75% of peers on expense ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
Expense ratio1.09% · 75th percentile in category
Volatility13.90 · 72nd percentile in category
Sharpe ratio0.47 · 61st percentile in category
3Y return11.05% · 56th percentile in category
5Y return9.41% · 44th percentile in category
Fund size746.02 Cr · 65th percentile in category