3 Year return

15.46%
Launched on November 2020 (4 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹997.88 Cr.

Expense Ratio

0.76% (inclusive of GST)

Exit Load

10% of the units allotted shall be redeemed without any Exit Load on or before completion of 1 Year from the date of allotment of units. Any redemption in excess of such limit within 1 year from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before comletion of 1 year from the date of allotment of units-1.00% If redeemed or switched out on or after comletion of 1 year from the date of allotment of units-Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Kotak Mahindra Mutual Fund Managers

HU

Harsha Upadhyaya

Fund Manager since Apr 2022

View Details

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund Asset management company

AUM ₹384,007.34 Cr.
No. of Schemes 178
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Growth

12.75%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout

12.75%

About Kotak ESG Opportunities Fund Direct Plan Growth

Kotak ESG Opportunities Fund Direct Plan Growth represents an Open-ended Equity Scheme that operates with a dedicated focus on the Environment, Social, and Governance (ESG) theme. The scheme is structured to facilitate capital appreciation by strategically investing in a well-diversified portfolio of companies adhering to robust Environmental, Social, and Governance criteria. In line with its ESG principles, the scheme assigns preference to companies exhibiting higher ESG scores. An intriguing feature of the Kotak ESG Opportunities Fund Direct Growth is its absence of a lock-in period, affording investors flexibility in their investment journey.

Investment Objective of the Scheme

The core investment objective of the Kotak ESG Opportunities Fund Direct Plan Growth revolves around the pursuit of capital appreciation. To achieve this goal, the scheme meticulously constructs its portfolio by investing in a diverse range of companies that align with Environmental, Social, and Governance parameters. By meticulously selecting holdings in line with these criteria, the fund aims to harness the potential for capital growth while remaining mindful of responsible investment practices.

Key Features of The Fund

5-year return NA
Expense Ratio 0.76%
Fund Manager Harsha Upadhyaya
Fund Size ₹997.88 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Investors who seek long-term capital growth through a portfolio predominantly composed of equity and equity-related securities, all while adhering to environmental, social, and governance (ESG) criteria, might find the Kotak ESG Opportunities Fund Direct Plan Growth to be a suitable option. This open-ended fund empowers investors with an opportunity to align their investments with ethical and sustainability principles. However, like any investment decision, it's advisable for individuals to carefully evaluate their financial aspirations, risk tolerance, and investment horizon.

AMC Contact Details

Name Kotak Mahindra Mutual Fund
Launch Date December 1998
Addresss 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051
Contact 18003091490 044-40229101
Email mutual@kotak.com
Website https://www.kotakmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Kotak ESG Exclusionary Strategy Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Kotak ESG Exclusionary Strategy Fund May 27 2024 is 16.962

What is the AUM of Kotak ESG Exclusionary Strategy Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Kotak ESG Exclusionary Strategy Fund is 997.88 crore.

What is the expense ratio of Kotak ESG Exclusionary Strategy Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Kotak ESG Exclusionary Strategy Fund is 0.76%

What are the returns of Kotak ESG Exclusionary Strategy Fund since inception?

The Kotak ESG Exclusionary Strategy Fund was launched on Nov 20 2020. The fund has delivered a CAGR of 16.58 since inception.

What is the minimum SIP amount to invest in Kotak ESG Exclusionary Strategy Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Kotak ESG Exclusionary Strategy Fund is 100.

How do I invest in Kotak ESG Exclusionary Strategy Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Kotak ESG Exclusionary Strategy Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Kotak ESG Exclusionary Strategy Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Kotak ESG Exclusionary Strategy Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.