Kotak ESG Exclusionary Strategy Fund Direct-Growth
Equity: Thematic-ESG - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-ESGBenchmark: NIFTY 100 ESG Total Return IndexCheck Portfolio Overlap →
NAV: ₹17.32-0.33%
22 Oct 2026
Similar Funds
Side-by-side comparison of Kotak ESG Exclusionary Strategy Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -9.22% | -7.63% | 5 / 10 |
| 3Y Return | +7.61% | 8.74% | 6 / 9 |
| 5Y Return | +6.56% | 7.16% | 3 / 9 |
| 10Y Return | — | 12.39% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-ESG
Top funds by AUM in the Equity: Thematic-ESG category — see how Kotak ESG Exclusionary Strategy Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 100 ESG Total Return Index
Top funds tracking the NIFTY 100 ESG Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Kotak ESG Exclusionary Strategy Fund Direct-Growth?
Funds similar to Kotak ESG Exclusionary Strategy Fund Direct-Growth in the Equity: Thematic-ESG category include SBI ESG Exclusionary Strategy Fund Direct Plan-Growth, ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth, and Axis ESG Integration Strategy Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak ESG Exclusionary Strategy Fund Direct-Growth in its category?
On a 3-year return basis Kotak ESG Exclusionary Strategy Fund Direct-Growth is ranked 6 out of 9 funds in the Equity: Thematic-ESG category as of 21 Oct 2026. On a 5-year return basis it ranks 3 out of 9. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Kotak ESG Exclusionary Strategy Fund Direct-Growth's expense ratio compare to similar funds?
Kotak ESG Exclusionary Strategy Fund Direct-Growth has an expense ratio of 1.15%. The peers SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has an expense ratio of 1.47% and ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth has 1.34%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak ESG Exclusionary Strategy Fund Direct-Growth's AUM compare to similar funds?
Kotak ESG Exclusionary Strategy Fund Direct-Growth has an AUM of ₹684.73 crore. The peers SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has an AUM of ₹4,983.74 crore and ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth has ₹1,275.16 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-ESG?
The top performing fund in the Equity: Thematic-ESG category on a 3-year basis is Quant ESG Integration Strategy Fund Direct-Growth with a CAGR of 16.09% as of 21 Oct 2026. Kotak ESG Exclusionary Strategy Fund Direct-Growth has delivered 7.61% CAGR over the same period, ranking 6 out of 9 funds. You can view and compare the full category ranking on sharpely.
How does Kotak ESG Exclusionary Strategy Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Kotak ESG Exclusionary Strategy Fund Direct-Growth has a Sharpe ratio of 0.20 compared to the Equity: Thematic-ESG average of 0.26 as of 21 Oct 2026. It ranks 7 out of 9 funds in its category on Sharpe ratio.