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Business News/Market/Market Stats/    Kotak ESG Opportunities Fund Regular Growth

Kotak ESG Opportunities Fund Regular Growth

+
  • Equity
  • Equity - ESG
  • Rating N.A.
  • Plan
14.11 -0.01 (-0.09%) NAV as on 07 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1060.31
  • CAGR 14.68%
  • Exit Load1.00%
  • Expense ratio2.16%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2020-12-18

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 08 December 2023

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The Kotak ESG Opportunities Fund Regular Growth has an AUM of 1060.31 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.16%. The minimum investment in Kotak ESG Opportunities Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, Infosys, Tata Consultancy Services & Larsen & Toubro.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction - Raw Materials & Biotechnology & Drugs.

 

Some of the similar funds are Axis ESG Equity Fund Regular Growth, ICICI Prudential ESG Fund Regular Growth, Kotak ESG Opportunities Fund Regular Growth, Aditya Birla Sun Life ESG Fund Regular Growth, Invesco India ESG Equity Fund Regular Growth. Kotak ESG Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Kotak ESG Opportunities Fund Regular Growth

According to the morning star rating Kotak ESG Opportunities Fund Regular Growth has a Moderate risk & Exceptional return.
Kotak ESG Opportunities Fund Regular Growth is managed by Harsha Upadhyaya,Arjun Khanna.
The expense ratio of Kotak ESG Opportunities Fund Regular Growth is 2.16%.
The 5 year annualized return on Kotak ESG Opportunities Fund Regular Growth is 0.00% & it has generated 14.68% in the last 1 year.
The minimum investment in Kotak ESG Opportunities Fund Regular Growth is 100 Rs.
Kotak ESG Opportunities Fund Regular Growth has an AUM of 1060.31 crores.
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