Kotak ESG Opportunities Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000.0 ₹5,000.0 0.38 % 0★ ₹1,306.0 2 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000.0 ₹5,000.0 0.38 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹1,306.0 Cr 2 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 28 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 3.3% - - 12.6%
Category Average 2.8% - - -

Scheme Allocation

Holding
Sector
Asset
St Bk of India
7.91%
ICICI Bank
7.13%
Infosys
6.36%
Larsen & Toubro
4.8%
Bajaj Finance
4.65%
Others
69.15%
Banks
25.38%
Finance
8.05%
Cement
6.81%
Automobiles
6.23%
Construction & Others
4.8%
Others
48.73%
Equity
96.9%
Reverse Repos
2.3%
Mutual Funds Units
0.84%
Net Curr Ass/Net Receivables
-0.04%

Fund House Details

Kotak Mahindra Mutual Fund

Kotak ESG Opportunities Fund

Fund Manager
Harsha Upadhyaya

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

Advance Ratio

-0.02 1.15 0.95 -0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
2,83,896.0 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

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"
The Kotak ESG Opportunities Fund has delivered 12.6% since inception
The NAV of Kotak ESG Opportunities Fund is ₹12.6 as of 28 November 2022.
The expense ratio of Kotak ESG Opportunities Fund is 0.38 % as of 28 November 2022.
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”.
Invest Now