Kotak ESG Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • 0.1 %Nav, as on 08-12-2023

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  • Net Change on 08-12-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY100 ESG - 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 16.62 16.98 15.29 1.95 5,199.51
Tata Ethical Fund Regular Plan - Growth May 24, 1996 16.39 19.58 17.15 2.08 2,037.27
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 41.98 25.83 20.98 2.19 1,786.36
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 32.07 26.51 16.81 2.25 1,233.89
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 28.30 19.85 20.98 2.26 943.20

Fund Holdings as on 30-November-2023

  • Infosys Ltd.

  • HDFC BANK LTD.

  • Tata Consultancy Services Ltd.

  • Larsen and Toubro Ltd.

  • AXIS BANK LTD.

  • ICICI BANK LTD.

  • Hero MotoCorp Ltd.

  • Ultratech Cement Ltd.

  • Linde India Ltd.

  • Maruti Suzuki India Limited

  • Bharat Forge Ltd.

  • BHARTI AIRTEL LTD.

  • AU Small Finance Bank Ltd.

  • Bajaj Finance Ltd.

  • Hindalco Industries Ltd.

  • Tech Mahindra Ltd.

  • Eicher Motors Ltd.

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • Mahindra & Mahindra Ltd.

  • STATE BANK OF INDIA.

  • Zomato Ltd

  • Hindustan Unilever Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • AMBUJA CEMENTS LTD.

  • BANK OF BARODA

  • JK Cement Ltd.

  • Bosch Limited

  • Cipla Ltd.

  • Triparty Repo

  • HCL Technologies Ltd.

  • RELIANCE INDUSTRIES LTD.

  • Inter Globe Aviation Ltd

  • Abbott India Ltd.

  • Jindal Steel & Power Ltd

  • Mahindra & Mahindra Financial Services Ltd.

  • Apollo Tyres Ltd.

  • Divis Laboratories Ltd.

  • Colgate- Palmolive (India) Ltd.

  • VIP Industries Limited

  • Kotak Liquid Scheme Direct Plan Growth

  • DR.Lal Pathlabs Ltd

  • Net Current Assets/(Liabilities)

  • BHARTI AIRTEL LTD.

  • Balkrishna Industries Ltd

  • Balrampur Chini Mills Ltd.

  • V-Mart Retail Ltd.

  • Bata India Ltd.

  • Dhanuka Agritech Ltd

  • Wipro Ltd.

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  • Bank - Private

  • IT - Software

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Bank - Public

  • Industrial Gases & Fuels

  • Finance - NBFC

  • Household & Personal Products

  • Forgings

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • e-Commerce

  • Steel & Iron Products

  • Miscellaneous

  • Auto Ancillary

  • Refineries

  • Airlines

  • Steel/Sponge Iron/Pig Iron

  • Tyres & Allied

  • Hospital & Healthcare Services

  • Retailing

  • Sugar

  • Pesticides & Agrochemicals

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Fund Manager

  • Cash

  • Equity

  • MFU

  • Rights

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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 ₹988.11 crore. Kotak ESG Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY100 ESG - TRI as secondary index.

The NAV of Kotak ESG Opportunities Fund ended up ₹0.01(0.1%)yesterday to ₹14.127.

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

The Kotak ESG Opportunities Fund is managed by Harsha Upadhyaya .

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