52
ESGHold
Kotak ESG Exclusionary Strategy
Kotak · Direct–Growth · rank #5 / 10 Smart Score ke hisaab se
Data updated
Kotak ESG Exclusionary Strategy ka score 52/100 hai — 10 mein #5 ESG fund (Hold). Mazbooti: 5 saal ka return (category mein 69th percentile) aur expense ratio (category mein 75th percentile). Kamzori: 3 saal ka return (category mein 31th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-9.3%
-1.5% index ke muqable
3 saal
7.6%
-1.2% index ke muqable
5 saal
6.6%
-1.3% index ke muqable
Launch se
9.8%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
24.0%
2022
0.3%
2023
22.5%
2024
13.9%
2025
9.6%
2026
-9.8%
Risk metrics
Sharpe ratio
0.23
↑ jitna zyada, utna accha
Sortino ratio
0.17
↑ jitna zyada, utna accha
Std deviation
14.38
↓ jitna kam, utna accha
Alpha
-1.49
↑ jitna zyada, utna accha
Beta
0.91
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.