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Kotak ESG Exclusionary Strategy Fund
Fund Overview
| AUM (Fund size) | ₹866 Cr |
| Exit load | 0.5% |
| Lock-in Period | Nil |
| Age | 5 yrs since Nov 20, 2020 |
| Benchmark | NIFTY 100 ESG TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.28% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund | 0.56% | 5.02% | 5.39% | 13.28% | N.A. | N.A. |
| Quant ESG Integration Strategy Fund | 1.14% | 2.3% | -0.55% | 14.5% | 26.26% | 12.85% |
| ICICI Prudential ESG Exclusionary Strategy Fund | -0.56% | 2.88% | 6.37% | 18.76% | 16.22% | 8.63% |
| SBI ESG Exclusionary Strategy Fund | 0.29% | 3.22% | 3.67% | 13.52% | 15.4% | 12.85% |
| Quantum ESG Best In Class Strategy Fund | -0.54% | 1.6% | 0.71% | 12.58% | 14.25% | 9.22% |
| Axis ESG Integration Strategy Fund | -0.41% | 3.41% | 1.16% | 13.36% | 11.7% | 8.0% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund | 11.77 | 0.93 | 0.63 | 0.93 |
| Quant ESG Integration Strategy Fund | 16.47 | 1.15 | 0.53 | 0.90 |
| ICICI Prudential ESG Exclusionary Strategy Fund | 12.15 | 0.91 | 1.01 | 1.58 |
| SBI ESG Exclusionary Strategy Fund | 11.55 | 0.90 | 0.63 | 0.97 |
| Quantum ESG Best In Class Strategy Fund | 12.21 | 0.93 | 0.52 | 0.75 |
| Axis ESG Integration Strategy Fund | 11.85 | 0.86 | 0.62 | 0.93 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund | 866 Cr | 5 yrs | 2.28% |
| Quant ESG Integration Strategy Fund | 274 Cr | 5 yrs 1 m | 2.42% |
| ICICI Prudential ESG Exclusionary Strategy Fund | 1,528 Cr | 5 yrs 2 m | 2.14% |
| SBI ESG Exclusionary Strategy Fund | 5,720 Cr | 18 yrs 11 m | 1.94% |
| Quantum ESG Best In Class Strategy Fund | 102 Cr | 6 yrs 5 m | 2.18% |
| Axis ESG Integration Strategy Fund | 1,221 Cr | 5 yrs 10 m | 2.25% |