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Kotak ESG Funds - Equity Funds
Invest in a Better Tomorrow
Kotak ESG Opportunities Fund (An Open ended Equity Scheme following Environment, Social and Governance (ESG) theme)
Since inceptionOverview
would have grown to ₹ 1487
i.e. 14.17 % CAGR
Scheme Inception date is 11/12/2020. Mr. Harsha Upadhyaya has been managing the fund since 11/12/2020 Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period ha...
Read More- The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
- Focus on ESG parameter based filter. Companies with higher ESG score is given preference.
- Visit https://www.kotakmf.com/ESG/ for our ESG Framework
Portfolio
| Sector | Portfolio weight |
|---|---|
Banks | 21.57 % |
IT - Software | 16.15 % |
Automobiles | 11.78 % |
Cement and Cement Products | 7.49 % |
Pharmaceuticals and Biotechnology | 5.62 % |
Industrial Products | 5.24 % |
Construction | 5.03 % |
Chemicals and Petrochemicals | 3.78 % |
Finance | 3.49 % |
Telecom - Services | 3.29 % |
Banks
21.57 %
Performance
| Trailing Returns | Since Inception | 10Y | 7Y | 5Y | 3Y | 1Y | 6M | 3M | 1M | 1W | 1 Day | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak ESG Opportunities Fund - Direct (G) | 14.17 | - | - | - | - | 15.88% | 16.01% | 6.17% | 7.14% | 2.17% | 0.10% | 25.69% | |
| Nifty 100 ESG TRI | 16.62 | - | - | - | - | 15.01% | 15.68% | 7.73% | 8.97% | 3.69% | 0.03% | 27.31% | |
| Nifty 50 TRI | 17.20 | - | - | - | - | 13.88% | 13.17% | 5.98% | 7.87% | 3.46% | 0.33% | 21.96% |
Scheme Inception date is 11/12/2020. Mr. Harsha Upadhyaya has been managing the fund since 11/12/2020 Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGR (CRead More
As on Dec 8, 2023
| Tenors | CAGR | Current Value of ₹ 10,000 invested | ||||||
|---|---|---|---|---|---|---|---|---|
| Since Inception | 5Y | 3Y | 1Y | Since Inception | 5Y | 3Y | 1Y | |
| Nifty 50 TRI | 17.20% | - | - | 13.88% | 16,078.07 | - | - | 11,387.63 |
| Nifty 100 ESG TRI | 16.62% | - | - | 15.01% | 15,842.01 | - | - | 11,501.01 |
| Kotak ESG Opportunities Fund - Direct (G) | 14.17% | - | - | 15.88% | 14,867.00 | - | - | 11,587.69 |
Scheme Inception date is 11/12/2020. Mr. Harsha Upadhyaya has been managing the fund since 11/12/2020 Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGR (CRead More
As on Dec 8, 2023
| 10 Year | 7 Year | 5 Year | 3 Year | 1 Year | ||
|---|---|---|---|---|---|---|
| Average | - | - | - | - | 7.37 | |
| Maximum | - | - | - | - | 27.90 | |
| Minimum | - | - | - | - | -10.02 | |
| % times +ve returns | 0.00 | 0.00 | 0.00 | 0.00 | 64.98 | |
| % times returns > | 0.00 | 0.00 | 0.00 | 0.00 | 50.00 |
The returns are of Direct Growth Plan. Returns are calculated since inception with daily rolling frequency for the respective periods.
NAV Movement 
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Nav movement shows Nav and Index price of Kotak ESG Opportunities Fund since inception. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Investment on inception date can happen on a non-business day.
SWP Calculator
Details
Source: *ICRA MFI Explorer ## Risk rate assumed to be % (FBIL Overnight MIBOR rate as on NA) **Total Expense Ratio includes applicable B30 fee and GST.
Source: *ICRA MFI Explorer
## Risk rate assumed to be %
(FBIL Overnight MIBOR rate as on NA)
**Total Expense Ratio includes applicable B30 fee and GST.
- Long term capital growth
- Investment in Portfolio of predominantly equity & equity related securities of companies following environmental, social and governance (ESG) criteria.
