Kotak ESG Exclusionary Strategy Fund(IDCW-Payout)
Ticker: mf16142
Decent
48/100
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Business Overview
The Kotak ESG Exclusionary Strategy Fund focuses on sustainable investing by excluding companies that do not meet environmental, social, and governance (ESG) criteria. This fund is ideal for socially conscious investors looking to align their portfolios with ethical values while aiming for long-term growth. It matters as it promotes responsible investing, ensuring your money supports businesses that contribute positively to society and the environment.
- Focuses on sustainable and responsible investing
- Excludes companies violating ESG criteria
- Ideal for socially conscious investors
- Promotes positive societal impact
- Aims for long-term capital appreciation
Opportunity vs Risk
Opportunities
- Strong focus on ESG principles
- Potential for long-term capital growth
- Increasing demand for sustainable investments
- Tax benefits on certain investments
Risks ⚠️
- Market volatility affecting returns
- Limited historical performance data
- Regulatory changes impacting ESG criteria
- 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 ICICI Prudential ESG Fund. A rerating could occur with improved margin stability and consistent growth in sustainable investments.
📊 Stock Investment Checklist (100 Points)
Kotak ESG Exclusionary Strategy Fund(IDCW-Payout) • Updated: 2025-10-01 06:26:43
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10BusinessHighThe fund is focused on sectors with sustainable practices, but faces competition.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics 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 over transparency.
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10DriversHighGrowth drivers are present, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but has several risks that need to be monitored closely.