49
ESGHold
Kotak ESG Exclusionary Strategy
Kotak · Direct–Growth · rank #5 / 10 Smart Score ke hisaab se
Data updated
Kotak ESG Exclusionary Strategy ka score 49/100 hai — 10 mein #5 ESG fund (Hold). Mazbooti: utaar-chadhaav (category mein 72th percentile) aur Sharpe ratio (category mein 61th percentile). Kamzori: 5 saal ka return (category mein 31th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-1.1%
-3.3% index ke muqable
3 saal
9.3%
-1.6% index ke muqable
5 saal
7.6%
-2.5% index ke muqable
Launch se
11.0%
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
-5.3%
Risk metrics
Sharpe ratio
0.43
↑ jitna zyada, utna accha
Sortino ratio
0.28
↑ jitna zyada, utna accha
Std deviation
13.80
↓ jitna kam, utna accha
Alpha
-1.41
↑ 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.