Sector/Theme - ESGVery HighNot Rated₹752 Cr.
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Kotak ESG Exclusionary Strategy Fund-Reg(G) is an open-ended equity mutual fund offered by Kotak Mahindra Mutual Fund. The scheme invests primarily in Sector/Theme - ESG equity and equity-related instruments in accordance with SEBI’s classification, with the objective of achieving capital appreciation over the long term.
The fund follows a structured investment approach based on fundamental and quantitative research, with portfolio construction guided by a disciplined risk return framework focusing on high quality stocks. It seeks to align investments with prevailing market conditions while adhering to defined risk management practices.
As an open-ended scheme, investors may redeem or subscribe units at the NAV of ₹16.01 as of 13 May 2026 at the time of the transaction. The scheme is designed for investors with a long-term investment horizon who are comfortable with high risk, and it will form a part of a diversified investment portfolio.
If you want to invest in companies with strong environmental, social, and governance practices and are unsure where to start, then ESG-focused funds can be considered. ESG funds invest in companies with strong sustainability practices. Risk is slightly higher than large cap and dividend yield funds due to a narrower investment universe, but lower than highly concentrated sectoral funds. As per SEBI, ESG Funds should maintain a minimum allocation of 80% in ESG-compliant stocks. These funds are suitable for investors with a high risk appetite and a long-term horizon of 10+ years.
Key advantages include:
Before investing in Sector/Theme - ESG mutual funds, investors should evaluate:
Choosing funds that align with your financial goals is more important than chasing short-term returns.
Kotak ESG Exclusionary Strategy Fund-Reg(G) is suitable for investors looking to create wealth while maintaining high risk. Understanding how these funds work, their risks, and their role in a portfolio can help investors make informed investment decisions aligned with their financial goals.
To invest a lumpsum amount in Kotak ESG Exclusionary Strategy Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Kotak ESG Exclusionary Strategy Fund-Reg(G) from the list, the amount to be invested & make the payment.
To start a SIP (Systematic Investment Plan) in Kotak ESG Exclusionary Strategy Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Kotak ESG Exclusionary Strategy Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in Kotak ESG Exclusionary Strategy Fund-Reg(G).
It will take up to one trading day for the invested Kotak ESG Exclusionary Strategy Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in Kotak ESG Exclusionary Strategy Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.
Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.
