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Kotak ESG Opportunities Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 12.14 0.17 % 1-D Change
Returns
11.72% p.a.
You get upto 1.7% extra returns
ET Money's Fund Report Card - Kotak ESG Opportunities Fund
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.38% As on Apr 30, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,440 Crs |
| Lock-in | No Lockin |
| Age | 1 yrs 9 m Since Nov 20, 2020 |
| Benchmark | NIFTY 100 ESG TRI |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Kotak ESG Opportunities Fund
Kotak ESG Opportunities Fund Direct - Growth is a Thematic-ESG mutual fund scheme from
Kotak Mahindra Mutual Fund
. This fund has been in existence for 1 yrs 9 m, having been launched on 20/11/2020. Kotak ESG Opportunities Fund Direct - Growth has ₹1,440 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.38%, which is less than what most other
Thematic-esg
funds charge.
.....
- Kotak ESG Opportunities Fund Direct - Growth returns of last 1-year are -3.72%. Since launch, it has delivered 11.74% average annual returns.
- The fund has the majority of its money invested in Financial, Technology, Materials, Automobile, Chemicals sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The fund's top 5 holdings are in Infosys Ltd., ICICI Bank Ltd., State Bank of India, Bajaj Finance Ltd., Tata Consultancy Services Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Apr 30, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 72.75%
Mid Cap 19.92%
Small Cap 4.39%
Other Cap 0%
Allocation by Sector
Financial 29.59%
Technology 14.44%
Materials 9.38%
Automobile 7.68%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Repo 2.08%
Mutual Fund 0.75%
Net Current Assets 0.11%
Other Holdings
Others 2.2%
Kotak Liquid Plan A - Growth 0.74%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with thematic-esg Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant ESG Equity Fund | 25.33% | ||
| SBI Magnum Equity ESG Fund | 2.72% | ||
| Mirae Asset Nifty 100 ESG Sector Leaders FoF | -0.5% | ||
| Quantum India ESG Equity Fund | -0.63% | ||
| Invesco India ESG Equity Fund | -1.87% | ||
| Aditya Birla Sun Life ESG Fund | -3.69% | ||
| Kotak ESG Opportunities Fund | -4.05% |
Trailing Returns and Ranks
as on May 27, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 0.92% | 1.53% | 7 / 9 |
| 3 months | 14.99% | 14.89% | 4 / 9 |
| 6 months | 1.17% | 5.04% | 6 / 9 |
| 1 year | -4.05% | 0.54% | 8 / 9 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Kotak ESG Opportunities Fund
EQUITY THEMATIC-ESG
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
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Harsha Upadhyaya
Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
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Arjun Khanna
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Kotak Mahindra Mutual Fund
TOTAL AUM:
₹2,83,897 Crs
As on Jun 30, 2022
- Phone: 022-61152100 / 1800-22-2626
-
Address: The Capital Building,
Behind ICICI Bank, G Block BKC, Bandra Kurla Complex
Bandra (E)
Mumbai, 400051
