• Mutual Funds
  • Kotak Mutual Fund
  • Kotak ESG Opportunities Fund (Growth)
Kotak Mutual Fund

Kotak ESG Opportunities Fund (Growth)

EquitySectoral / Thematic - Esg

10.793

NAV (May 20)

5.4%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in sectoral / thematic - esg.

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).

Our analysis of this fundLearn how we rate funds ->

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

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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.

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

Harsha Upadhyaya

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-05-20

Top Stock Holdings

infosys ltd

7.2%
7.2%

state bank of india

5.7%
5.7%

tata consultancy services ltd

5.7%
5.7%

icici bank ltd

5.6%
5.6%

hindalco industries ltd

5.1%
5.1%
See all holdings
allocation by market cap

Allocation by Sector

financial services

28%
28%

basic materials

21%
21%

technology

18%
18%

industrials

7.5%
7.5%

consumer cyclical

6.8%
6.8%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

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.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak 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)?

    Kotak ESG Opportunities Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.