Kotak ESG Opportunities Fund - Growth - Regular Plan

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  • Net Change on 16-04-2021

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty 100 ESG Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 61.37 11.89 12.77 2.21 3,518.07
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 50.58 11.39 15.57 2.20 1,937.02
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 75.15 10.40 12.96 2.51 1,795.16
Sundaram Rural and Consumption Regular Growth May 12, 2006 43.80 4.07 12.40 2.26 1,336
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 117.89 27.58 20.71 2.41 1,160.97

Fund Holdings as on 31-March-2021

  • HDFC Ltd.

  • Tata Consultancy Services Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • HDFC Bank Ltd.

  • Cipla Ltd.

  • Hindustan Unilever Ltd.

  • Ultratech Cement Ltd.

  • Tech Mahindra Ltd.

  • Larsen and Toubro Ltd.

  • State Bank Of India.

  • HDFC Life Insurance Company Ltd

  • Bajaj Auto Ltd.

  • Jindal Steel & Power Ltd

  • Muthoot Finance Ltd.

  • Coromandel International Limited

  • Eicher Motors Ltd.

  • AXIS Bank Ltd.

  • Hero MotoCorp Ltd.

  • Cadila Healthcare Ltd.

  • DR.Lal Pathlabs Ltd

  • JK Cement Ltd.

  • Supreme Industries Limited

  • AU Small Finance Bank Ltd.

  • Heidelberg Cement India Limited

  • polycab India Limited

  • Balrampur Chini Mills Ltd.

  • Indigo Paints Limited

  • Dr.Reddy's Laboratories Ltd.

  • Linde India Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Shree Cement Ltd.

  • MRF Ltd.

  • The Ramco Cements Ltd

  • Hindalco Industries Ltd.

  • Colgate- Palmolive (India) Ltd.

  • Triparty Repo

  • Bharat Forge Ltd.

  • Godrej Consumer Products Ltd.

  • Inter Globe Aviation Ltd

  • SBI Cards & Payment Services Pvt. Ltd.

  • Dhanuka Agritech Ltd

  • Liquid Scheme Direct Plan Growth

  • Abbott India Ltd.

  • Bata India Ltd.

  • Balkrishna Industries Ltd

  • VIP Industries Limited

  • Ratnamani Metals & Tubes Ltd.

  • Net Current Assets/(Liabilities)

  • MTAR Technologies Limited

  • Indraprastha Gas Ltd.

  • V-Mart Retail Ltd.

  • Nazara Technologies Ltd.

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  • IT - Software

  • Bank - Private

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Finance - Housing

  • Telecommunication - Service Provider

  • Insurance

  • Finance - NBFC

  • Engineering - Construction

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Fertilizers

  • Tyres & Allied

  • Industrial Gases & Fuels

  • Hospital & Healthcare Services

  • Miscellaneous

  • Plastic Products

  • Cable

  • Sugar

  • Paints

  • Metal - Non Ferrous

  • Retailing

  • Forgings

  • Airlines

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Engineering

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Fund Manager

  • Education:B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA
  • Experience:18 Years
  • Basic Details:Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.
  • Funds Managed:
  • Kotak Equity Opportunities Fund
  • Kotak ESG Opportunities Fund
  • Kotak Flexicap Fund
  • Kotak Tax Saver Fund
  • Kotak Tax Saver Fund
  • Cash

  • Equity

  • MFU

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About Kotak ESG Opportunities Fund

Scheme Analysis

Kotak ESG Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 11-Dec-2020 and currently has an AUM of ₹1,573.01 crore. Kotak ESG Opportunities Fund is benchmarked against Nifty 100 ESG Index - TRI as primary index.

The NAV of Kotak ESG Opportunities Fund ended up ₹0.06(0.59%)yesterday to ₹10.575.

Among its top 3 holdings the fund has exposure to HDFC Ltd., and

The Kotak ESG Opportunities Fund is managed by Harsha Upadhyaya and Arjun Khanna.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455