Kotak ESG Exclusionary Strategy Fund

Kotak ESG Exclusionary Mutual Fund · FM: Mandar Pawar · INF174KA1FI4 · Direct

NAV ₹18.87 AUM ₹709 Cr as of 07 Aug 2026

Latest available portfolio · Retrieved: 8-Aug-2026 11:27 PM IST · Disclosure date not provided

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Returns

1D1M3M6M1Y3Y5YRank (1Y)TER
Fund -0.3% +4.5% +4.5% -1.5% +4.2% +11.7% +9.5% 166/236
Equity allocation
95.24%
Debt allocation
0.00%
Cash / Liquid
4.76%
Other
0.00%

All Equity Holdings (46) latest available

# Company Value (₹ Cr) % of AUM
1 Bharti Airtel Ltd 55.6 7.45%
2 ICICI Bank Ltd 49.5 6.64%
3 HDFC Bank Ltd 47.9 6.42%
4 Eternal Ltd 37.0 4.97%
5 Axis Bank Ltd 36.3 4.87%
6 Larsen & Toubro Ltd 33.6 4.50%
7 Bajaj Finance Ltd 30.1 4.04%
8 Infosys Ltd 30.0 4.02%
9 Shriram Finance Ltd 28.1 3.77%
10 State Bank of India 27.7 3.72%
11 UltraTech Cement Ltd 27.0 3.62%
12 Linde India Ltd 26.3 3.53%
13 Bosch Ltd 17.9 2.41%
14 Hero MotoCorp Ltd 16.5 2.22%
15 Metropolis Healthcare Ltd 14.6 1.95%
16 Godrej Consumer Products Ltd 14.5 1.95%
17 Avenue Supermarts Ltd 14.5 1.94%
18 Tata Consultancy Services Ltd 13.4 1.80%
19 Ambuja Cements Ltd 12.7 1.70%
20 Siemens Ltd 11.9 1.59%
21 Britannia Industries Ltd 11.3 1.52%
22 GlaxoSmithKline Pharmaceuticals Ltd 11.0 1.48%
23 Kotak Mahindra Bank Ltd 9.8 1.31%
24 Bharat Forge Ltd 9.7 1.29%
25 SRF Ltd 9.0 1.21%
26 Indus Towers Ltd Ordinary Shares 8.7 1.17%
27 Hindustan Unilever Ltd 8.5 1.14%
28 Power Finance Corp Ltd 7.6 1.02%
29 Abbott India Ltd 7.6 1.02%
30 HCL Technologies Ltd 7.5 1.01%
31 Indian Bank 7.3 0.99%
32 Maruti Suzuki India Ltd 7.1 0.95%
33 Mahindra & Mahindra Ltd 6.8 0.90%
34 Apollo Tyres Ltd 6.5 0.86%
35 Bank of Baroda 6.1 0.82%
36 Tech Mahindra Ltd 6.0 0.81%
37 Shoppers Stop Ltd 5.7 0.76%
38 Bharat Petroleum Corp Ltd 4.5 0.61%
39 Biocon Ltd 3.8 0.50%
40 GAIL (India) Ltd 3.6 0.49%
41 Hindustan Petroleum Corp Ltd 3.5 0.48%
42 V-Mart Retail Ltd 3.5 0.47%
43 JK Cement Ltd 3.3 0.44%
44 TeamLease Services Ltd 2.6 0.35%
45 Balrampur Chini Mills Ltd 2.5 0.33%
46 APL Apollo Tubes Ltd 1.6 0.22%

All disclosed equity positions are shown.