NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹15.41
0.95%
NAV as on 24 Apr 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 24 Apr 24, 12:00 AM
very high risk
equity esg
equity
32.76%p.a.
Last 1Y
13.92%p.a.
Last 3Y
0.00%p.a.
Last 5Y
13.38%p.a.
Since Inception
About Kotak ESG Exclusionary Strategy Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak ESG Exclusionary Strategy Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Dec 2020, Kotak ESG Exclusionary Strategy Fund Growth is Equity - ESG fund of its category with 984.25 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
- Kotak ESG Exclusionary Strategy Fund Growth delivered 32.8% annual returns during the last year. It has delivered 13.4% average annual returns since the fund was launched.
- Kotak ESG Exclusionary Strategy Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. However, there can be no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
HDFC Bank Ltd
6.25%
Infosys Ltd
6.09%
Larsen & Toubro Ltd
5.55%
UltraTech Cement Ltd
3.96%
Maruti Suzuki India Ltd
3.84%
Hero MotoCorp Ltd
3.84%
Axis Bank Ltd
3.72%
ICICI Bank Ltd
3.61%
Bharti Airtel Ltd
3.49%
GAIL (India) Ltd
3.40%
Fund Managers
- Harsha Upadhyaya (Dec 2020 - Present)
- Arjun Khanna (Apr 2022 - Present)
- Mandar Pawar (Jan 2024 - Present)
Key Information
View Scheme Document
Kotak ESG Exclusionary Strategy Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Kotak ESG Exclusionary Strategy Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak ESG Exclusionary Strategy Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak ESG Exclusionary Strategy Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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