Name: Kotak ESG Opportunities Fund Direct Growth
Brand: Kotak Mahindra Mutual Fund

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Kotak ESG Opportunities Fund Direct Growth
Equity
Sectoral / Thematic
Very High Risk
1M
6M
All
 NAV: 20 Sep 2021₹12.48
Min. SIP amount₹1,000
RatingNA
Fund size₹1,816.59 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Absolute returns
1M3M6MAll
Fund returns4.8%9.6%20.3%24.8%
Category averageNANANANA
Rank with in categoryNA97NA
Understand termsinfo
Holdings (51)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity6.1%
Housing Development Finance Corpn. Ltd.
FinancialEquity5.5%
Tata Consultancy Services Ltd.
TechnologyEquity5.2%
ICICI Bank Ltd.
FinancialEquity4.5%
Hindalco Industries Ltd.
MetalsEquity4.1%
State Bank of India
FinancialEquity4.1%
Bajaj Finance Ltd.
FinancialEquity3.7%
Tech Mahindra Ltd.
TechnologyEquity3.6%
Cipla Ltd.
HealthcareEquity3.1%
HDFC Bank Ltd.
FinancialEquity3.0%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.32%
31 Jul 2021 - 31 Aug 2021
0.32%
30 Jun 2021 - 31 Jul 2021
0.32%
31 May 2021 - 30 Jun 2021
0.32%
30 Apr 2021 - 31 May 2021
0.37%
31 Mar 2021 - 30 Apr 2021
0.37%
28 Feb 2021 - 31 Mar 2021
0.37%
31 Jan 2021 - 28 Feb 2021
0.37%
Expense ratio, exit load and taxExpense ratio: 0.32%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000
Fund managementHarsha Upadhyaya
Nov 2020 - Present
View details
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Education
Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Also manages these schemes
Kotak Equity Opportunities Fund Regular IDCW
Kotak Equity Opportunities Fund Regular Growth
Kotak Tax Saver Fund Regular IDCW
Kotak Tax Saver Fund Regular Growth
Kotak Flexicap Fund Regular IDCW
Kotak Flexicap Fund Regular Growth
Kotak Tax Saver Fund Direct IDCW
Kotak Tax Saver Fund Direct Growth
Kotak Equity Opportunities Fund Direct IDCW
Kotak Equity Opportunities Fund Direct Growth
Kotak Flexicap Fund Direct IDCW
Kotak Flexicap Fund Direct Growth
Kotak ESG Opportunities Fund Regular Growth
Kotak ESG Opportunities Fund Direct IDCW
Kotak ESG Opportunities Fund Direct Growth
Arjun Khanna
Nov 2020 - Present
View details
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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
Kotak Asset Allocator Fund Regular IDCW
Kotak Asset Allocator Fund Regular Growth
Kotak Global Emerging Market Fund Regular Growth
Kotak Global Emerging Market Fund Regular IDCW
Kotak Asset Allocator Fund Direct IDCW
Kotak Asset Allocator Fund Direct Growth
Kotak Global Emerging Market Fund Direct IDCW
Kotak Global Emerging Market Fund Direct Growth
Kotak Equity Savings Fund Regular Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Savings Fund Regular IDCW Monthly
Kotak Equity Savings Fund Direct IDCW Monthly
Kotak Equity Savings Fund Regular IDCW Quarterly
Kotak Equity Savings Fund Direct IDCW Quarterly
Kotak World Gold Fund Standard IDCW
Kotak World Gold Fund Standard Growth
Kotak World Gold Fund Direct Growth
Kotak World Gold Fund Direct IDCW
Kotak US Equity Fund Standard IDCW
Kotak US Equity Fund Standard Direct Growth
Kotak US Equity Fund Standard Direct IDCW
Kotak US Equity Fund Standard Growth
Kotak Balanced Advantage Fund Regular Growth
Kotak Balanced Advantage Fund Direct IDCW
Kotak Balanced Advantage Fund Direct Growth
Kotak Balanced Advantage Fund Regular IDCW
Kotak Floating Rate Fund Regular Growth
Kotak Floating Rate Fund Direct Growth
Kotak Focused Equity Fund Direct Growth
Kotak Focused Equity Fund Direct IDCW
Kotak Focused Equity Fund Regular IDCW
Kotak Focused Equity Fund Regular Growth
Kotak Pioneer Fund Regular Growth
Kotak Pioneer Fund Direct IDCW
Kotak Pioneer Fund Direct Growth
Kotak Pioneer Fund Regular IDCW
Kotak ESG Opportunities Fund Regular Growth
Kotak ESG Opportunities Fund Direct IDCW
Kotak ESG Opportunities Fund Direct Growth
Kotak Nasdaq 100 FOF Regular Growth
Kotak Nasdaq 100 FOF Direct Growth
Kotak Global Innovation FoF Regular Growth
Kotak Global Innovation FoF Direct Growth
Kotak Global Innovation FoF Direct IDCW
Fund house & investment objective
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Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM2,32,434.26 Cr
Date of Incorporation23 Jun 1998
Kotak ESG Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to 
Kotak ESG Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 23 Jun 1998. Harsha Upadhyaya is the Current Fund Manager of Kotak ESG Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,32,434 Cr and the Latest NAV as of 20 Sep 2021 is ₹12.48.
The Kotak ESG Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days...Read more
Investment Objective
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governanc
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
...Read more
Fund benchmarkNIFTY 100 ESG TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
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Kotak ESG Opportunities Fund Direct Growth
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	1M	3M	6M	All
Fund returns	4.8%	9.6%	20.3%	24.8%
Category average	NA	NA	NA	NA
Rank with in category	NA	9	7	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	6.1%
Housing Development Finance Corpn. Ltd.	Financial	Equity	5.5%
Tata Consultancy Services Ltd.	Technology	Equity	5.2%
ICICI Bank Ltd.	Financial	Equity	4.5%
Hindalco Industries Ltd.	Metals	Equity	4.1%
State Bank of India	Financial	Equity	4.1%
Bajaj Finance Ltd.	Financial	Equity	3.7%
Tech Mahindra Ltd.	Technology	Equity	3.6%
Cipla Ltd.	Healthcare	Equity	3.1%
HDFC Bank Ltd.	Financial	Equity	3.0%

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

Rating	NA
Fund size	₹1,816.59 Cr