- Mutual Funds
- Kotak Mutual Fund
- Kotak ESG Opportunities Fund (Growth)
Kotak ESG Opportunities Fund (Growth)
₹ 10.793
NAV (May 20)
Neutral
Click here to see our recommendations.
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).
Track Record
2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
1,528 Cr. Large within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.793
NAV (May 20)
Fund Returns
Last 1Y | -0.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 5.4% |
6 Month CAGR | -12.7% |
Scheme Information
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.
Expense Ratio | 2.08 |
Launched (2y ago) | Dec 18, 2020 |
AUM in Crores | 1527.323 |
ISIN | INF174KA1FF0 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
infosys ltd
7.2%state bank of india
5.7%tata consultancy services ltd
5.7%icici bank ltd
5.6%hindalco industries ltd
5.1%
Allocation by Sector
financial services
28%basic materials
21%technology
18%industrials
7.5%consumer cyclical
6.8%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 282,860 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.5% | 6.8% | ||
16.5% | 6.8% | ||
16.5% | 6.8% | ||
4.9% | 7.3% | ||
- | 20.6% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsKotak ESG Opportunities Fund (G) Review
Kotak ESG Opportunities Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 5.4% 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.
Nav of Kotak ESG Opportunities Fund (G) as of 5/20/2022 is ₹10.79 with the total AUM as of 5/21/2022 is ₹1527.323. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak ESG Opportunities Fund (G) was launched on Dec 18, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak ESG Opportunities Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Kotak ESG Opportunities Fund (G) 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 TR TR INR.
Kotak ESG Opportunities Fund (G) is rated as a 2 fund in Equity and delivered -0.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak ESG Opportunities Fund (G).
Frequently Asked Questions
What is Kotak ESG Opportunities Fund (G)?
How to invest in Kotak ESG Opportunities Fund (G)?
You can invest in Kotak ESG Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak ESG Opportunities Fund (G)?
The minimum sip amount for Kotak ESG Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak ESG Opportunities Fund (G) good to invest in?
As per Scripbox experts, Kotak ESG Opportunities Fund (G) is a Neutral fund. You can investKotak ESG Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak ESG Opportunities Fund (G)?
The expense ratio of the Kotak ESG Opportunities Fund (G) is 2.08% for regular plan.