Kotak ESG Exclusionary Strategy Fund(IDCW)
Ticker: mf16141
Decent
48/100
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K
Kotak ESG Exclusionary Strategy Fund(IDCW-Payout)
The fund shows potential but has several risks that need to be monitored closely.
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S
SBI Nifty 500 Index Fund(IDCW Payout)
The SBI Nifty 500 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth potential, though some risks and valuation concerns exist.
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S
SBI Nifty 500 Index Fund(IDCW)
The SBI Nifty 500 Index Fund shows a decent score reflecting a balanced approach to growth and stability, making it a reasonable investment option for long-term investors.
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A
Aditya Birla SL Pharma & Healthcare Fund(IDCW-Reinv)
The fund shows potential in the pharmaceutical sector but faces several challenges that could impact future performance.
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A
Aditya Birla SL Pharma & Healthcare Fund(IDCW)
The fund shows potential in a growing sector but has some risks that need to be monitored.
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E
Edelweiss Equity Savings Fund(M-IDCW)
The fund shows potential for moderate returns, but investors should be cautious of valuation and execution risks.
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E
Edelweiss Equity Savings Fund(IDCW)
The Edelweiss Equity Savings Fund has a decent score but faces challenges in growth consistency and profitability metrics. Investors should be cautious.
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T
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund(IDCW Payout)
The fund shows potential but carries significant risks and lacks strong growth drivers.
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T
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund(IDCW)
The fund presents a decent investment opportunity with stable returns, but investors should be cautious of market sentiment and execution risks.
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U
UTI Innovation Fund(IDCW)
The UTI Innovation Fund shows potential in future-ready sectors but faces challenges in growth consistency and valuation metrics. Investors should be cautious and consider the risks involved.
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M
Motilal Oswal Digital India Fund(IDCW)
The Motilal Oswal Digital India Fund shows potential in a growing sector with decent financial metrics, but caution is advised due to execution risks and market volatility.
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L
LIC MF Overnight Fund(DD-IDCW)
The LIC MF Overnight Fund shows decent potential but faces challenges in profitability and growth drivers. It is suitable for conservative investors seeking stability.
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L
LIC MF Overnight Fund(W-IDCW)
The LIC MF Overnight Fund shows decent potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised due to valuation concerns and limited growth drivers.
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L
LIC MF Overnight Fund(IDCW)
The LIC MF Overnight Fund shows decent potential with stable growth, but faces challenges in profitability and market sentiment.
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A
Axis Greater China Equity FoF(IDCW)
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics, making it a cautious investment.
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L
LIC MF Manufacturing Fund(IDCW)
The LIC MF Manufacturing Fund shows potential but faces challenges in profitability and valuation metrics.
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Business Overview
The Kotak ESG Exclusionary Strategy Fund (IDCW) is designed for investors seeking to align their financial goals with ethical values. This fund focuses on excluding companies that do not meet specific environmental, social, and governance (ESG) criteria, making it ideal for socially responsible investors. By investing in this fund, you contribute to a sustainable future while potentially benefiting from long-term capital appreciation.
- Focuses on ethical investing
- Excludes non-compliant companies
- Aligns with sustainable development goals
- Ideal for socially responsible investors
- Potential for long-term growth
- Managed by experienced professionals
Opportunity vs Risk
Opportunities
- Growing demand for ESG investments
- Potential for higher returns
- Government support for sustainable funds
- Increased awareness among investors
Risks ⚠️
- Market volatility affecting returns
- Limited historical performance data
- Regulatory changes in ESG criteria
- High competition in ESG space
Peer Perspective
Kotak ESG Exclusionary Strategy Fund trades at a premium compared to peers like SBI ESG Fund and Axis ESG Fund. A rerating could occur if it demonstrates consistent margin stability and growth acceleration in its portfolio.
📊 Stock Investment Checklist (100 Points)
Kotak ESG Exclusionary Strategy Fund(IDCW) • Updated: 2025-10-01 06:26:50
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10BusinessHighThe fund focuses on sectors with a positive ESG impact, but the future readiness is moderate.
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10GrowthHighRevenue and profit growth have been inconsistent due to market volatility.
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10ProfitabilityHighROE and ROCE are decent, but cash flow has been fluctuating.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows moderate debt levels but adequate liquidity.
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9GovernanceHighPromoter holding is strong, but there are concerns about transparency.
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5DriversGoodGrowth drivers are limited, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.