Kotak ESG Opportunities Fund - Regular Plan - Growth Option

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Thematic-Others NAV 13.317 0 27 September, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 December, 2020
Benchmark Nifty 100 ESG Index TRI
Asset Size(Cr) 1125.4689
Turn over 24.49%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.13
Fund Manager Harsha Upadhyaya, Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.4% 1.58% 1.81%
1 M 3.82% 4.02% 3.71%
3 M -0.25% 1.44% 1.83%
6 M -0.8% 0.35% -0.11%
1 Y 2.76% 7.25% 5.45%
2 Y 5.77% 12.49% 10.89%
3 Y - 23.79% 24.92%
5 Y - 12.46% 9.69%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.78
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.34%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak ESG Opportunities Fund - Regular Plan - Growth Option 2.76% 0% 0%

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