Kotak ESG Exclusionary Strategy Fund (G) Mutual fund

Kotak ESG Exclusionary Strategy Fund (G)

Q: How to Invest in Kotak ESG Exclusionary Strategy Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Kotak ESG Exclusionary Strategy Fund good?

The Kotak ESG Exclusionary Strategy Fund has an AUM of ₹940.40 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.41%. The risk is Very High against the category average of 70.28.

Q: Is Kotak ESG Exclusionary Strategy Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Kotak ESG Exclusionary Strategy Fund?

There is no lock-in period applicable on Kotak ESG Exclusionary Strategy Fund.

Q: What is the expense ratio of Kotak ESG Exclusionary Strategy Fund?

The expense ratio of Kotak ESG Exclusionary Strategy Fund is 2.23%.

Equity

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Sectoral

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Fund Details

Current NAV

₹16.51

Expense Ratio

2.23%

Min SIP

₹100

Fund Size

₹940Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 1 Year from the date of allotment of units. Any redemption in excess of such limit within 1 year from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before comletion of 1 year from the date of allotment of units-1.00% If redeemed or switched out on or after comletion of 1 year from the date of allotment of units-Nil

Fund Performance

Alpha

0.06%

Beta

1.05

Sharpe Ratio

0.4035

Risk

13.68%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Kotak ESG Exclusionary Strategy Fund (G) FAQs

Q1. How to Invest in Kotak ESG Exclusionary Strategy Fund through Rupeezy?

Q2. Is Kotak ESG Exclusionary Strategy Fund good?

Q3. Is Kotak ESG Exclusionary Strategy Fund tax free?

Q4. What is the lock-in period of Kotak ESG Exclusionary Strategy Fund?

Q5. What is the expense ratio of Kotak ESG Exclusionary Strategy Fund?

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