54
ESGHold
Kotak ESG Exclusionary Strategy
Kotak · Direct–Growth · rank #5 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-6.7%
-2.0% vs index
3 Years
8.1%
-1.3% vs index
5 Years
6.5%
-1.4% vs index
Since launch
10.3%
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
-7.7%-1.7% vs index
Why this score
Kotak ESG Exclusionary Strategy scores 54/100 — #5 of 10 ESG fund (Hold). It stands out for 5y return and expense ratio — beating 63% of peers on 5y return. The main drag is its alpha (better than only 28% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
5Y return6.54% · 63rd percentile in category
Expense ratio1.16% · 75th percentile in category
Volatility14.38 · 72nd percentile in category
Alpha-1.49 · 28th percentile in category
Sharpe ratio0.23 · 39th percentile in category
3Y return8.06% · 44th percentile in category
Top holdings
1.Bharti Airtel Ltd7.7%
2.ICICI Bank Ltd6.95%
3.HDFC Bank Ltd5.28%
4.Axis Bank Ltd4.83%
5.Larsen & Toubro Ltd4.45%
45 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.