Sectoral / thematic - esg funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Scheme Information
Investment 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.
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 before investing. Past performance is not an indicator of future returns.
Kotak Mahindra Asset Management Co Ltd manages assets worth 245,053 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Kotak ESG Opportunities Fund (G)
About Kotak ESG Opportunities Fund (G)
Kotak ESG Opportunities Fund (G) is a sectoral / thematic - esg equity fund and has delivered an annualised return of 15.8% over a period of 1 years ..The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund managers are Arjun Khanna, Harsha Upadhyaya
Kotak ESG Opportunities Fund (G) Investment 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. However, there is no assurance that the objective of the scheme will be realized.
Kotak ESG Opportunities Fund (G) NAV,AUM,Risk
The Kotak ESG Opportunities Fund (G) fund was launched on Dec 18, 2020. The NAV (Net Asset Value) of this sectoral / thematic - esg equity as of 2021-07-23 is ₹ 11.591. The total AUM (Asset Under Management) of the fund as of 2021-07-26 is ₹ 1701.233. The category risk of the Kotak ESG Opportunities Fund (G) fund is Very High Risk.
The fund charges 2.03 % as expense ratio.
Kotak ESG Opportunities Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 98.1% in this asset class. The top three holdings of the fund are infosys ltd,tata consultancy services ltd and housing development finance corp ltd
Kotak ESG Opportunities Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Kotak ESG Opportunities Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 ESG Total Return
Kotak ESG Opportunities Fund (G) Review
Kotak ESG Opportunities Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Kotak ESG Opportunities Fund (G) has a score of 4 out of 5.
Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.
