Kotak ESG Opportunities Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
1M
6M
1Y
All
NAV: 20 Mar 2023₹11.58
Min. SIP amount₹1,000
RatingNA
Fund size₹1,125.99Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns9.8%18.0%2.0%26.1%
Category averageNANA-5.1%NA
Rank with in category745NA
Understand terms

Holdings (41)

NameSectorInstrumentAssets
State Bank of IndiaFinancialEquity8.0%
ICICI Bank Ltd.FinancialEquity7.6%
Infosys Ltd.TechnologyEquity7.1%
Tata Consultancy Services Ltd.TechnologyEquity5.0%
Larsen & Toubro Ltd.ConstructionEquity5.0%
Bajaj Finance Ltd.FinancialEquity4.2%
HDFC Bank Ltd.FinancialEquity4.2%
Housing Development Finance Corporation Ltd.FinancialEquity4.2%
Hindalco Industries Ltd.Metals & MiningEquity3.8%
Axis Bank Ltd.FinancialEquity3.4%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 0.4%
1Y annualised returns lower than category average by 0.45%

Expense ratio, exit load and tax

Expense ratio: 0.40%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000

Fund management

Arjun Khanna
Nov 2020 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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