What is the 3-year rolling return of Kotak ESG Exclusionary Strategy Fund?

Across 702 overlapping 3-year holding periods between 18 December 2020 and 16 October 2026, the Direct plan of Kotak ESG Exclusionary Strategy Fund returned an average of 13.96% a year, with a median of 14.50%. The best 3-year stretch returned 21.09% a year and the worst returned 6.71%.

Has Kotak ESG Exclusionary Strategy Fund ever lost money over 3 years?

No. Every one of the 702 3-year holding periods in this fund's history ended in profit. The weakest returned 6.71% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Kotak ESG Exclusionary Strategy Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 13.96% a year on the Direct plan against 12.18% on the Regular plan, a difference of 1.78% a year.

What is the 1-year rolling return of Kotak ESG Exclusionary Strategy Fund?

Across 1,193 overlapping 1-year holding periods between 18 December 2020 and 16 October 2026, the Direct plan of Kotak ESG Exclusionary Strategy Fund returned an average of 11.02% a year, with a median of 8.41%. The best 1-year stretch returned 39.51% a year and the worst returned -10.02%.

What is the 5-year rolling return of Kotak ESG Exclusionary Strategy Fund?

Kotak ESG Exclusionary Strategy Fund has 209 windows at the 5-year holding period, because its NAV record begins on 18 December 2020. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Kotak Mahindra Mutual Fund

Kotak ESG Exclusionary Strategy Fund — rolling returns

ESG & Ethical · NAV data as of 16 October 2026

1,436 daily NAV records since 18 December 2020

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 702 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Another fund

Index or category average

Direct plan · showing data from 18 December 2020 to 16 October 2026

Average rolling return

10.19%

Windows computed

209

Median return

9.74%

Standard deviation

2.10%

Best 5-year window

13.95%a year

Invested 22 Dec 2020 · exited 22 Dec 2025

Worst 5-year window

6.08%a year

Invested 8 Oct 2021 · exited 8 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (209 of 209)
Above 8%: 83.3% (174 of 209)
Above 12%: 23.9% (50 of 209)
Above 15%: 0.0% (0 of 209)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 43 of 209 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Kotak ESG Exclusionary Strategy Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	11.02%	13.96%	10.19%	—	—
Median	8.41%	14.50%	9.74%	—	—
Minimum	-10.02%	6.71%	6.08%	—	—
Maximum	39.51%	21.09%	13.95%	—	—
Std deviation	13.15%	2.59%	2.10%	—	—
Consistency
Above 0%	74.85%	100.00%	100.00%	—	—
Above 8%	50.54%	98.43%	83.25%	—	—
Above 12%	41.99%	74.93%	23.92%	—	—
Above 15%	35.12%	37.32%	0.00%	—	—
Coverage
Windows computed	1,193	702	209	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.72% a year more than Regular.

5-year rolling returns for Kotak ESG Exclusionary Strategy Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	10.19%	8.48%
Best window	13.95%from 22 Dec 2020	12.13%from 22 Dec 2020
Worst window	6.08%from 8 Oct 2021	4.45%from 8 Oct 2021
Windows computed	209	209

Common questions about Kotak ESG Exclusionary Strategy Fund

What is the 3-year rolling return of Kotak ESG Exclusionary Strategy Fund?: Across 702 overlapping 3-year holding periods between 18 December 2020 and 16 October 2026, the Direct plan of Kotak ESG Exclusionary Strategy Fund returned an average of 13.96% a year, with a median of 14.50%. The best 3-year stretch returned 21.09% a year and the worst returned 6.71%.
Has Kotak ESG Exclusionary Strategy Fund ever lost money over 3 years?: No. Every one of the 702 3-year holding periods in this fund's history ended in profit. The weakest returned 6.71% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Kotak ESG Exclusionary Strategy Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 13.96% a year on the Direct plan against 12.18% on the Regular plan, a difference of 1.78% a year.
What is the 1-year rolling return of Kotak ESG Exclusionary Strategy Fund?: Across 1,193 overlapping 1-year holding periods between 18 December 2020 and 16 October 2026, the Direct plan of Kotak ESG Exclusionary Strategy Fund returned an average of 11.02% a year, with a median of 8.41%. The best 1-year stretch returned 39.51% a year and the worst returned -10.02%.
What is the 5-year rolling return of Kotak ESG Exclusionary Strategy Fund?: Kotak ESG Exclusionary Strategy Fund has 209 windows at the 5-year holding period, because its NAV record begins on 18 December 2020. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other ESG & Ethical funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.