- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ 18.589 ↓ -1.29%
[as on 23 January, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option | -3.6% | -1.29% | -2.78% | -3.47% | -2.83% | 9.94% | 13.88% | 12.71% | - | - |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 98.46% |
0.47% (Arbitrage: 0.00%) |
0.00% |
0.00% |
1.07% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| HDFC BANK LTD. | HDFCBANK (INE040A01034) | Banks | 8.21% |
| BHARTI AIRTEL LTD. | BHARTIARTL (INE397D01024) | Telecom - Services | 6.41% |
| ETERNAL LIMITED | ETERNAL (INE758T01015) | Retailing | 5.87% |
| ICICI BANK LTD. | ICICIBANK (INE090A01021) | Banks | 4.66% |
| Infosys Ltd. | INFY (INE009A01021) | IT - Software | 4.11% |
| BAJAJ FINANCE LTD. | BAJFINANCE (INE296A01032) | Finance | 3.97% |
| Tech Mahindra Ltd. | TECHM (INE669C01036) | IT - Software | 3.95% |
| Larsen and Toubro Ltd. | LT (INE018A01030) | Construction | 3.77% |
| Ultratech Cement Ltd. | ULTRACEMCO (INE481G01011) | Cement and Cement Products | 3.72% |
| AXIS BANK LTD. | AXISBANK (INE238A01034) | Banks | 3.56% |
| Hero MotoCorp Ltd. | HEROMOTOCO (INE158A01026) | Automobiles | 3.20% |
| GAIL (India) Ltd. | GAIL (INE129A01019) | Gas | 3.17% |
| Linde India Ltd. | LINDEINDIA (INE473A01011) | Chemicals and Petrochemicals | 3.12% |
| STATE BANK OF INDIA. | SBIN (INE062A01020) | Banks | 2.92% |
| SHRIRAM FINANCE LIMITED | SHRIRAMFIN (INE721A01047) | Finance | 2.38% |
| AMBUJA CEMENTS LTD. | AMBUJACEM (INE079A01024) | Cement and Cement Products | 2.15% |
| Bosch Limited | BOSCHLTD (INE323A01026) | Auto Components | 1.94% |
| Glaxosmithkline Pharma Ltd | GLAXO (INE159A01016) | Pharmaceuticals and Biotechnology | 1.66% |
| Cipla Ltd. | CIPLA (INE059A01026) | Pharmaceuticals and Biotechnology | 1.56% |
| Wipro Ltd. | WIPRO (INE075A01022) | IT - Software | 1.53% |
| BHARAT FORGE LTD. | BHARATFORG (INE465A01025) | Auto Components | 1.51% |
| Britannia Industries Ltd. | BRITANNIA (INE216A01030) | Food Products | 1.48% |
| TATA CONSULTANCY SERVICES LTD. | TCS (INE467B01029) | IT - Software | 1.41% |
| BIOCON LTD. | BIOCON (INE376G01013) | Pharmaceuticals and Biotechnology | 1.30% |
| Avenue Supermarts Ltd | DMART (INE192R01011) | Retailing | 1.29% |
| HCL Technologies Ltd. | HCLTECH (INE860A01027) | IT - Software | 1.25% |
| BHARAT PETROLEUM CORPORATION LTD. | BPCL (INE029A01011) | Petroleum Products | 1.24% |
| HINDUSTAN PETROLEUM CORPORATION LTD. | HINDPETRO (INE094A01015) | Petroleum Products | 1.22% |
| GODREJ CONSUMER PRODUCTS LTD. | GODREJCP (INE102D01028) | Personal Products | 1.16% |
| Hindustan Unilever Ltd. | HINDUNILVR (INE030A01027) | Diversified FMCG | 1.14% |
| Siemens Ltd. | SIEMENS (INE003A01024) | Electrical Equipment | 1.07% |
| Abbott India Ltd. | ABBOTINDIA (INE358A01014) | Pharmaceuticals and Biotechnology | 1.00% |
| Shopper Stop Ltd. | SHOPERSTOP (INE498B01024) | Retailing | 0.95% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 0.93% |
| INDIAN BANK | INDIANB (INE562A01011) | Banks | 0.89% |
| Mahindra & Mahindra Ltd. | M&M (INE101A01026) | Automobiles | 0.89% |
| Apollo Tyres Ltd. | APOLLOTYRE (INE438A01022) | Auto Components | 0.87% |
| Indus Towers Ltd. | INDUSTOWER (INE121J01017) | Telecom - Services | 0.84% |
| Power Finance Corporation Ltd. | PFC (INE134E01011) | Finance | 0.84% |
| BANK OF BARODA | BANKBARODA (INE028A01039) | Banks | 0.72% |
| Ratnamani Metals & Tubes Ltd. | RATNAMANI (INE703B01027) | Industrial Products | 0.70% |
| RELIANCE INDUSTRIES LTD. | RELIANCE (INE002A01018) | Petroleum Products | 0.69% |
| V-MART RETAIL LTD. | VMART (INE665J01013) | Retailing | 0.69% |
| BHARTI AIRTEL LTD. | IN9397D01014 | Telecom - Services | 0.65% |
| NTPC LTD | NTPC (INE733E01010) | Power | 0.58% |
| SRF LTD. | SRF (INE647A01010) | Chemicals and Petrochemicals | 0.51% |
| JK Cement Ltd. | JKCEMENT (INE823G01014) | Cement and Cement Products | 0.43% |
| Teamlease Services Ltd | TEAMLEASE (INE985S01024) | Commercial Services and Supplies | 0.35% |
Debt
| Name | Rating | Weight % |
|---|
| Kotak Liquid Direct Growth | Mutual Fund | 0.47% |
Portfolio data is as on date 31 October, 2025
NAV (Net asset value) history
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option - 30 days NAV history
| Date | NAV |
|---|
| 23 January, 2026 | 18.589 |
| 22 January, 2026 | 18.832 |
| 21 January, 2026 | 18.705 |
| 20 January, 2026 | 18.76 |
| 19 January, 2026 | 19.088 |
| 16 January, 2026 | 19.12 |
| 14 January, 2026 | 19.044 |
| 13 January, 2026 | 19.053 |
| 12 January, 2026 | 19.032 |
| 9 January, 2026 | 18.993 |
| 8 January, 2026 | 19.134 |
| 7 January, 2026 | 19.38 |
| 6 January, 2026 | 19.378 |
| 5 January, 2026 | 19.382 |
| 2 January, 2026 | 19.431 |
| 1 January, 2026 | 19.284 |
| 31 December, 2025 | 19.21 |
| 30 December, 2025 | 19.064 |
| 29 December, 2025 | 19.091 |
| 26 December, 2025 | 19.152 |
| 24 December, 2025 | 19.232 |
| 23 December, 2025 | 19.258 |
| 22 December, 2025 | 19.256 |
| 19 December, 2025 | 19.119 |
| 18 December, 2025 | 19.002 |
| 17 December, 2025 | 19.026 |
| 16 December, 2025 | 19.048 |
| 15 December, 2025 | 19.187 |
| 12 December, 2025 | 19.186 |
| 11 December, 2025 | 19.038 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option?
The latest NAV of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option is 18.589 as on 23 January, 2026.
What are YTD (year to date) returns of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option are -3.6% as on 23 January, 2026.
What are 1 year returns of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option?
The 1 year returns of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option are 9.94% as on 23 January, 2026.
What are 3 year CAGR returns of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option are 13.88% as on 23 January, 2026.
What are 5 year CAGR returns of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option?
The 5 year annualized returns (CAGR) of Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option are 12.71% as on 23 January, 2026.