Kotak ESG Exclusionary Strategy RegIDCWP

Kotak ESG Exclusionary Strategy RegIDCWP Fund Details and Key Information

Kotak ESG Exclusionary Strategy RegIDCWP is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹739.05 Cr

• Expense Ratio: 2.39%

• Cash Holding: 2.81%

• Plan Type: Growth

• Benchmark: Nifty 100 ESG TR INR

• Launch Date: 2020-12-18

• Exit Load: 0.50

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Kotak ESG Exclusionary Strategy RegIDCWP Returns and Performance

Kotak ESG Exclusionary Strategy RegIDCWP has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 5.46%

• 3 Months: 6.61%

• 6 Months: -5.55%

• 1 Year: -2.58%

• 3 Years: 0.32%

• 5 Years: 0.46%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Kotak ESG Exclusionary Strategy RegIDCWP Risk Level and Volatility

Understanding risk is important before investing. Kotak ESG Exclusionary Strategy RegIDCWP falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Kotak ESG Exclusionary Strategy RegIDCWP Portfolio Allocation

The asset allocation of Kotak ESG Exclusionary Strategy RegIDCWP shows how investments are distributed across asset classes.

• Equity Allocation: 97.19%

• Cash Allocation: 2.81%

This allocation plays a key role in determining the fund’s risk and return profile.

Kotak ESG Exclusionary Strategy RegIDCWP Sector Allocation

Kotak ESG Exclusionary Strategy RegIDCWP diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 9.70%

• Communication Services: 8.75%

• Consumer Cyclical: 15.66%

• Consumer Defensive: 6.84%

• Energy: 2.17%

• Financial Services: 30.54%

• Healthcare: 5.29%

• Industrials: 7.73%

• Technology: 9.26%

• Utilities: 1.25%

Sector allocation data helps investors understand which industries the fund is focusing on.

Kotak ESG Exclusionary Strategy RegIDCWP Fund House

Kotak ESG Exclusionary Strategy RegIDCWP is managed by:

AMC Name: Kotak Mahindra Asset Management Co Ltd

A strong fund house with a proven track record can improve investor confidence.

Kotak ESG Exclusionary Strategy RegIDCWP Minimum Investment

Investors can start investing in Kotak ESG Exclusionary Strategy RegIDCWP with:

Minimum Investment: ₹100

This makes the fund accessible for both beginners and experienced investors.