Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 97.85%Others: 2.15%

Market Cap

Large Cap: 75.48%Mid Cap: 12.39%Equity: 5.97%Small Cap: 4.01%

Number of stocks

49

Top 10 Holdings

91.11% of portfolio

Market Cap of Equity

Large Cap
75.48%
Mid Cap
12.39%
Equity
5.97%
Small Cap
4.01%

Companies Allocation of Equity

HDFC Bank Ltd16.83%
Bharti Airtel Ltd11.97%
Eternal Ltd10.69%
Tech Mahindra Ltd8.14%
UltraTech Cement Ltd7.66%
Larsen & Toubro Ltd7.58%
Axis Bank Ltd7.42%
Hero MotoCorp Ltd7.11%
ICICI Bank Ltd6.86%
Linde India Ltd6.85%

Sector Allocation of Equity

Financial Services25.55%
Communication Services7.84%
Consumer Cyclical17.89%
Technology10.85%
Basic Materials11.90%
Industrials4.86%
Utilities3.82%
Healthcare7.39%
Consumer Defensive5.11%
Energy2.65%

SIP Amount

Monthly SIP Date

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.