Kotak ESG Exclusionary Strategy Fund
Ticker: mf13173
Decent
48/100
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Business Overview
The Kotak ESG Exclusionary Strategy Fund is designed for investors seeking to align their portfolios with environmental, social, and governance (ESG) principles. This fund focuses on excluding companies that do not meet specific ESG criteria, promoting sustainable investing in India. It matters because it empowers investors to make responsible choices while potentially benefiting from long-term growth. By investing in this fund, you contribute to a more sustainable future while aiming for financial returns.
- Focuses on ESG-compliant investments
- Excludes companies with poor sustainability practices
- Promotes responsible investing
- Targets long-term growth potential
- Ideal for socially conscious investors
Opportunity vs Risk
Opportunities
- Focus on sustainable investments
- Growing demand for ESG funds
- Potential for long-term returns
- Government support for green initiatives
Risks ⚠️
- Market volatility affecting returns
- Limited historical performance data
- Regulatory changes impacting ESG
- Higher fees compared to traditional funds
Peer Perspective
Kotak ESG Exclusionary Strategy Fund trades at a premium compared to peers like SBI ESG Fund and HDFC ESG Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Kotak ESG Exclusionary Strategy Fund • Updated: 2025-09-29 15:28:52
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10BusinessHighThe fund focuses on sectors with strong ESG compliance, indicating a future-ready approach.
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10GrowthHighConsistent revenue and profit growth observed in the underlying assets.
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10ProfitabilityHighROE and ROCE metrics are satisfactory, but OCF shows some volatility.
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8ValuationHighValuation ratios are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but some concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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4TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Kotak ESG Exclusionary Strategy Fund shows potential with a decent score, but investors should be cautious of valuation and execution risks.