49
ESGHold
Kotak ESG Exclusionary Strategy
Kotak · Direct–Growth · rank #6 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-0.2%
-3.2% vs index
3 Years
10.1%
-1.5% vs index
5 Years
7.9%
-2.5% vs index
Since launch
11.2%
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
-4.5%-2.4% vs index
Why this score
Kotak ESG Exclusionary Strategy scores 49/100 — #6 of 10 ESG fund (Hold). It stands out for volatility and sharpe ratio — beating 72% of peers on volatility. The main drag is its 5y 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.
5Y return7.88% · 31st percentile in category
Volatility13.90 · 72nd percentile in category
Sortino ratio0.33 · 31st percentile in category
Sharpe ratio0.47 · 61st percentile in category
3Y return10.05% · 44th percentile in category
Fund size745.92 Cr · 65th percentile in category
Top holdings
1.Bharti Airtel Ltd7.82%
2.ICICI Bank Ltd6.83%
3.HDFC Bank Ltd5.93%
4.Bajaj Finance Ltd4.52%
5.Infosys Ltd4.48%
46 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.