Home › Mutual Funds › Kotak Mutual Fund › Kotak ESG Opportunities Fund Direct Growth
Latest NAV & returns of KOTAK AMC LTD.

Kotak ESG Opportunities Fund Direct Growth

Add To Compare

11.066 (2.217%)
NAV on May 20, 2022
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 1,527 cr
Turnover Ratio 15.30%
Expense Ratio 0.38%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: -8.71%
  • 1Y: 1.56%
  • 3M: -8.97%
  • 3Y: N/A
  • 6M: -12.01%
  • 5Y: N/A
Min Investment 5,000
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Harsha Upadhyaya (Since over 1 year)
ISIN INF174KA1FI4
Fund Family Kotak
P/E Ratio 23.10
P/B Ratio 3.73
Launch Date December 18, 2020
Benchmark Nifty 100 ESG TR TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 100 ESG TR TR INR

Alpha -
Beta -
R-Squared -
Info Ratio -
Tracking Err -
Sortino -
Sharpe -
Std Dev -
Risk -
SECTOR WEIGHTINGS (%)
Financial 29.04%
Industrial 7.73%
Technology 18.66%
Basic Materials 21.76%
Consumer Cyclical 7.08%
Utilities Services 0.0%
Healthcare Services 6.16%
Energy Services 2.37%
Communication Services 2.59%
Consumer Defensive 4.60%
Real Estate 0.00%
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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
-


Other plans of Kotak ESG Opportunities Fund


Other Equity funds by Kotak

Data Partner
Click here to visit AMC website and
read all scheme related documents Kotak Fund