Kotak ESG Opportunities Fund

1,000
Min SIP
5,000
Min Lumpsum
0.4 %
Expense Ratio
Rating
1,125
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 15.8% - - 10%
Category Average 10.7% 2.9% - -

Scheme Allocation

By Holding
By Sector
By Asset
St Bk of India
8.61%
ICICI Bank
7.95%
Infosys
6.01%
Larsen & Toubro
5.15%
TCS
4.86%
Others
67.42%
Banks
29.66%
IT-Software
12.92%
Finance
8.57%
Cement & Cement Products
6.65%
Automobiles
6.53%
Others
35.67%
Equity
98.63%
Reverse Repos
0.98%
Mutual Funds Units
0.65%
Net Curr Ass/Net Receivables
-0.26%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 1 Year from the date of allotment of units. Any redemption in excess of such limit within 1 year from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before comletion of 1 year from the date of allotment of units-1.00% If redeemed or switched out on or after comletion of 1 year from the date of allotment of units-Nil

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.

Fund Managers

Harsha Upadhyaya - Fund Management and Equity Research - Fund Manager

Harsha Upadhyaya has 23 years of experience in the field. He is a Certified Treasury Analyst and Treasury MBA at the Indian Institute of Management in Lucknow. He also holds a bachelor’s degree in mechanical engineering from the National Institute of Technology of Suratkal. Mr Upadhyaya has been involved in fund management and equity research for over 20 years. As of March 2019, he currently manages over Rs. 625 billion in assets and manages funds.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

Frequently Asked Questions

How to invest in Kotak ESG Opportunities Fund ?

You can invest in Kotak ESG Opportunities Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak ESG Opportunities Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak ESG Opportunities Fund ?

The NAV of Kotak ESG Opportunities Fund is ₹12.6 as of 26 May 2023.

How to redeem Kotak ESG Opportunities Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak ESG Opportunities Fund?

The minimum SIP amount of Kotak ESG Opportunities Fund is ₹1000

What are the top sectors Kotak ESG Opportunities Fund has invested in??

The top sectors Kotak ESG Opportunities Fund has invested in are
  1. St Bk of India - 8.61%
  2. ICICI Bank - 7.95%
  3. Infosys - 6.01%
  4. Larsen & Toubro - 5.15%
  5. TCS - 4.86%

How much returns have Kotak ESG Opportunities Fund generated ?

The Kotak ESG Opportunities Fund has delivered 10% since inception

What is the expense ratio of Kotak ESG Opportunities Fund ?

The expense ratio of Kotak ESG Opportunities Fund is 0.4 % as of 26 May 2023.

What is the AUM of Kotak ESG Opportunities Fund?

The AUM of Kotak ESG Opportunities Fund is ₹2,83,896 Cr as of 26 May 2023

What are the top stock holdings of Kotak ESG Opportunities Fund?

The top stock holdings of Kotak ESG Opportunities Fund are
  1. St Bk of India - 8.61%
  2. ICICI Bank - 7.95%
  3. Infosys - 6.01%
  4. Larsen & Toubro - 5.15%
  5. TCS - 4.86%
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