Kotak ESG Opportunities Fund Regular Growth

Feedback

Kotak ESG Opportunities Fund Regular Growth

Very High Risk
Equity
Equity - ESG

NAV as on Mar 28, 2025

Price per unit of the scheme.

₹ 15.8470 -0.31% 1 Day Change

6.50%

Minimum Investment ₹100

Expense Ratio 2.15%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

(As On --)

Compare fund’s performance against category average across different time periods

1M 3M 6M 1Y 3Y 5Y

-- Out of -- funds in the category

Category Avg Return
--

Fund Return

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Kotak ESG Opportunities Fund Regular Growth

Equity: Equity - ESG Average NAV

Topper in Equity: Equity - ESG

ICICI Prudential ESG Fund Direct Growth

All Fund

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Kotak ESG Opportunities Fund Regular Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

Nifty 100 ESG TR INR

Expense Ratio

2.15 %

Category Avg Expense Ratio

1.09%

Minimum Investment (Lumpsum/SIP)

₹100/₹100

Lock In (Years)

No Lock-in

Fund Size

₹ 803.81 Cr(As on Feb, 2025)

Inception Date

Dec 18, 2020

Turnover

26.04 %

Exit Load

For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil

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.

Kotak ESG Opportunities Fund Regular Growth is an Equity - Equity - ESG fund. The fund was launched in Dec 18, 2020. Its risk level is Very High. The NAV of the fund as on Mar 28, 2025 is ₹15.85. Its expense ratio is 2.15 %. The fund has an AUM of ₹803.81 Cr.The fund is managed by Harsha Upadhyaya, Arjun Khanna, Mandar Pawar. The minimum initial investment is ₹100 in Lumpsum mode.

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber? Login

FUND MANAGER

Harsha Upadhyaya

Lead Fund Manager.

Dec 18, 2020- Present

Fund Manager Rank 8 Out of 9
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed 12
Total AUM ₹ 1,68,857.63 Cr
Highest Return In 1 Yr 16.52 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Tax Saver-Scheme-Growth - Direct

₹124.27

7.60%

5.97%

Very High Risk

₹5,411.91Cr

Kotak Equity Opportunities Direct Growth

₹355.89

7.90%

6.07%

Very High Risk

₹22,852.62Cr

Kotak Flexicap Fund Direct Growth

₹86.94

8.16%

5.93%

Very High Risk

₹45,433.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Tax Saver-Scheme-Growth - Direct

₹124.27

-7.39%

-7.63%

Very High Risk

₹5,411.91Cr

Kotak Equity Opportunities Direct Growth

₹355.89

-6.36%

-8.85%

Very High Risk

₹22,852.62Cr

Kotak Flexicap Fund Direct Growth

₹86.94

-3.11%

-8.78%

Very High Risk

₹45,433.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Tax Saver-Scheme-Growth - Direct

₹124.27

-13.46%

Very High Risk

₹5,411.91Cr

Kotak Equity Opportunities Direct Growth

₹355.89

-12.07%

-14.07%

Very High Risk

₹22,852.62Cr

Kotak Flexicap Fund Direct Growth

₹86.94

-9.38%

-14.25%

Very High Risk

₹45,433.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Tax Saver-Scheme-Growth - Direct

₹124.27

5.83%

6.12%

Very High Risk

₹5,411.91Cr

Kotak Equity Opportunities Direct Growth

₹355.89

9.75%

7.33%

Very High Risk

₹22,852.62Cr

Kotak Flexicap Fund Direct Growth

₹86.94

9.24%

5.60%

Very High Risk

₹45,433.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Tax Saver-Scheme-Growth - Direct

₹124.27

15.86%

14.91%

Very High Risk

₹5,411.91Cr

Kotak Equity Opportunities Direct Growth

₹355.89

18.76%

16.20%

Very High Risk

₹22,852.62Cr

Kotak Flexicap Fund Direct Growth

₹86.94

15.94%

14.09%

Very High Risk

₹45,433.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Tax Saver-Scheme-Growth - Direct

₹124.27

27.08%

25.36%

Very High Risk

₹5,411.91Cr

Kotak Equity Opportunities Direct Growth

₹355.89

28.37%

27.03%

Very High Risk

₹22,852.62Cr

Kotak Flexicap Fund Direct Growth

₹86.94

24.69%

24.31%

Very High Risk

₹45,433.37Cr

1M 3M 6M 1Y 3Y 5Y

Kotak Tax Saver-Scheme-Growth - Direct

Very High Risk

NAV ₹124.27
Fund Size ₹5,411.91Cr

Fund Return 7.60%

Category Return 5.97%

Kotak Equity Opportunities Direct Growth

Very High Risk

NAV ₹355.89
Fund Size ₹22,852.62Cr

Fund Return 7.90%

Category Return 6.07%

Kotak Flexicap Fund Direct Growth

Very High Risk

NAV ₹86.94
Fund Size ₹45,433.37Cr

Fund Return 8.16%

Category Return 5.93%

Kotak Tax Saver-Scheme-Growth - Direct

Very High Risk

NAV ₹124.27
Fund Size ₹5,411.91Cr

Fund Return -7.39%

Category Return -7.63%

Kotak Equity Opportunities Direct Growth

Very High Risk

NAV ₹355.89
Fund Size ₹22,852.62Cr

Fund Return -6.36%

Category Return -8.85%

Kotak Flexicap Fund Direct Growth

Very High Risk

NAV ₹86.94
Fund Size ₹45,433.37Cr

Fund Return -3.11%

Category Return -8.78%

Kotak Tax Saver-Scheme-Growth - Direct

Very High Risk

NAV ₹124.27
Fund Size ₹5,411.91Cr

Fund Return -13.46%

Category Return -13.46%

Kotak Equity Opportunities Direct Growth

Very High Risk

NAV ₹355.89
Fund Size ₹22,852.62Cr

Fund Return -12.07%

Category Return -14.07%

Kotak Flexicap Fund Direct Growth

Very High Risk

NAV ₹86.94
Fund Size ₹45,433.37Cr

Fund Return -9.38%

Category Return -14.25%

Kotak Tax Saver-Scheme-Growth - Direct

Very High Risk

NAV ₹124.27
Fund Size ₹5,411.91Cr

Fund Return 5.83%

Category Return 6.12%

Kotak Equity Opportunities Direct Growth

Very High Risk

NAV ₹355.89
Fund Size ₹22,852.62Cr

Fund Return 9.75%

Category Return 7.33%

Kotak Flexicap Fund Direct Growth

Very High Risk

NAV ₹86.94
Fund Size ₹45,433.37Cr

Fund Return 9.24%

Category Return 5.60%

Kotak Tax Saver-Scheme-Growth - Direct

Very High Risk

NAV ₹124.27
Fund Size ₹5,411.91Cr

Fund Return 15.86%

Category Return 14.91%

Kotak Equity Opportunities Direct Growth

Very High Risk

NAV ₹355.89
Fund Size ₹22,852.62Cr

Fund Return 18.76%

Category Return 16.20%

Kotak Flexicap Fund Direct Growth

Very High Risk

NAV ₹86.94
Fund Size ₹45,433.37Cr

Fund Return 15.94%

Category Return 14.09%

Kotak Tax Saver-Scheme-Growth - Direct

Very High Risk

NAV ₹124.27
Fund Size ₹5,411.91Cr

Fund Return 27.08%

Category Return 25.36%

Kotak Equity Opportunities Direct Growth

Very High Risk

NAV ₹355.89
Fund Size ₹22,852.62Cr

Fund Return 28.37%

Category Return 27.03%

Kotak Flexicap Fund Direct Growth

Very High Risk

NAV ₹86.94
Fund Size ₹45,433.37Cr

Fund Return 24.69%

Category Return 24.31%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Arjun Khanna

Apr 30, 2022- Present

Schemes managed 21
Total AUM ₹ 1,97,661.93 Cr
Highest Return In 1 Yr 16.52 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Small Cap Direct Growth

₹276.32

8.18%

7.42%

Very High Risk

₹14,407.09Cr

Kotak Equity Hybrid Direct Growth

₹66.82

6.30%

5.01%

Very High Risk

₹6,324.10Cr

Kotak Banking & Financial Services Fund Direct Growth

₹14.80

8.99%

7.24%

Very High Risk

₹1,007.47Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Small Cap Direct Growth

₹276.32

-14.14%

-14.55%

Very High Risk

₹14,407.09Cr

Kotak Equity Hybrid Direct Growth

₹66.82

-6.25%

-4.88%

Very High Risk

₹6,324.10Cr

Kotak Banking & Financial Services Fund Direct Growth

₹14.80

0.52%

0.53%

Very High Risk

₹1,007.47Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Small Cap Direct Growth

₹276.32

-17.78%

-17.10%

Very High Risk

₹14,407.09Cr

Kotak Equity Hybrid Direct Growth

₹66.82

-9.20%

-9.38%

Very High Risk

₹6,324.10Cr

Kotak Banking & Financial Services Fund Direct Growth

₹14.80

-4.11%

-5.81%

Very High Risk

₹1,007.47Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Small Cap Direct Growth

₹276.32

9.95%

7.14%

Very High Risk

₹14,407.09Cr

Kotak Equity Hybrid Direct Growth

₹66.82

11.47%

7.27%

Very High Risk

₹6,324.10Cr

Kotak Banking & Financial Services Fund Direct Growth

₹14.80

15.79%

8.69%

Very High Risk

₹1,007.47Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Small Cap Direct Growth

₹276.32

15.44%

17.93%

Very High Risk

₹14,407.09Cr

Kotak Equity Hybrid Direct Growth

₹66.82

14.87%

13.16%

Very High Risk

₹6,324.10Cr

Kotak Banking & Financial Services Fund Direct Growth

₹14.80

16.59%

Very High Risk

₹1,007.47Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Small Cap Direct Growth

₹276.32

37.09%

35.74%

Very High Risk

₹14,407.09Cr

Kotak Equity Hybrid Direct Growth

₹66.82

24.69%

21.32%

Very High Risk

₹6,324.10Cr

Kotak Banking & Financial Services Fund Direct Growth

₹14.80

23.57%

Very High Risk

₹1,007.47Cr

1M 3M 6M 1Y 3Y 5Y

Kotak Small Cap Direct Growth

Very High Risk

NAV ₹276.32
Fund Size ₹14,407.09Cr

Fund Return 8.18%

Category Return 7.42%

Kotak Equity Hybrid Direct Growth

Very High Risk

NAV ₹66.82
Fund Size ₹6,324.10Cr

Fund Return 6.30%

Category Return 5.01%

Kotak Banking & Financial Services Fund Direct Growth

Very High Risk --

NAV ₹14.80
Fund Size ₹1,007.47Cr

Fund Return 8.99%

Category Return 7.24%

Kotak Small Cap Direct Growth

Very High Risk

NAV ₹276.32
Fund Size ₹14,407.09Cr

Fund Return -14.14%

Category Return -14.55%

Kotak Equity Hybrid Direct Growth

Very High Risk

NAV ₹66.82
Fund Size ₹6,324.10Cr

Fund Return -6.25%

Category Return -4.88%

Kotak Banking & Financial Services Fund Direct Growth

Very High Risk --

NAV ₹14.80
Fund Size ₹1,007.47Cr

Fund Return 0.52%

Category Return 0.53%

Kotak Small Cap Direct Growth

Very High Risk

NAV ₹276.32
Fund Size ₹14,407.09Cr

Fund Return -17.78%

Category Return -17.10%

Kotak Equity Hybrid Direct Growth

Very High Risk

NAV ₹66.82
Fund Size ₹6,324.10Cr

Fund Return -9.20%

Category Return -9.38%

Kotak Banking & Financial Services Fund Direct Growth

Very High Risk --

NAV ₹14.80
Fund Size ₹1,007.47Cr

Fund Return -4.11%

Category Return -5.81%

Kotak Small Cap Direct Growth

Very High Risk

NAV ₹276.32
Fund Size ₹14,407.09Cr

Fund Return 9.95%

Category Return 7.14%

Kotak Equity Hybrid Direct Growth

Very High Risk

NAV ₹66.82
Fund Size ₹6,324.10Cr

Fund Return 11.47%

Category Return 7.27%

Kotak Banking & Financial Services Fund Direct Growth

Very High Risk --

NAV ₹14.80
Fund Size ₹1,007.47Cr

Fund Return 15.79%

Category Return 8.69%

Kotak Small Cap Direct Growth

Very High Risk

NAV ₹276.32
Fund Size ₹14,407.09Cr

Fund Return 15.44%

Category Return 17.93%

Kotak Equity Hybrid Direct Growth

Very High Risk

NAV ₹66.82
Fund Size ₹6,324.10Cr

Fund Return 14.87%

Category Return 13.16%

Kotak Banking & Financial Services Fund Direct Growth

Very High Risk --

NAV ₹14.80
Fund Size ₹1,007.47Cr

Fund Return --

Category Return 16.59%

Kotak Small Cap Direct Growth

Very High Risk

NAV ₹276.32
Fund Size ₹14,407.09Cr

Fund Return 37.09%

Category Return 35.74%

Kotak Equity Hybrid Direct Growth

Very High Risk

NAV ₹66.82
Fund Size ₹6,324.10Cr

Fund Return 24.69%

Category Return 21.32%

Kotak Banking & Financial Services Fund Direct Growth

Very High Risk --

NAV ₹14.80
Fund Size ₹1,007.47Cr

Fund Return --

Category Return 23.57%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Mandar Pawar

Jan 22, 2024- Present

Schemes managed 1
Total AUM ₹ 803.81 Cr
Highest Return In 1 Yr 6.37 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak ESG Opportunities Fund Direct Growth

₹17.00

6.61%

4.65%

Very High Risk

₹803.81Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak ESG Opportunities Fund Direct Growth

₹17.00

-3.76%

-6.33%

Very High Risk

₹803.81Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak ESG Opportunities Fund Direct Growth

₹17.00

-12.32%

-14.58%

Very High Risk

₹803.81Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak ESG Opportunities Fund Direct Growth

₹17.00

6.37%

5.30%

Very High Risk

₹803.81Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak ESG Opportunities Fund Direct Growth

₹17.00

11.43%

11.48%

Very High Risk

₹803.81Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak ESG Opportunities Fund Direct Growth

₹17.00

23.57%

Very High Risk

₹803.81Cr

1M 3M 6M 1Y 3Y 5Y

Kotak ESG Opportunities Fund Direct Growth

Very High Risk --

NAV ₹17.00
Fund Size ₹803.81Cr

Fund Return 6.61%

Category Return 4.65%

Kotak ESG Opportunities Fund Direct Growth

Very High Risk --

NAV ₹17.00
Fund Size ₹803.81Cr

Fund Return -3.76%

Category Return -6.33%

Kotak ESG Opportunities Fund Direct Growth

Very High Risk --

NAV ₹17.00
Fund Size ₹803.81Cr

Fund Return -12.32%

Category Return -14.58%

Kotak ESG Opportunities Fund Direct Growth

Very High Risk --

NAV ₹17.00
Fund Size ₹803.81Cr

Fund Return 6.37%

Category Return 5.30%

Kotak ESG Opportunities Fund Direct Growth

Very High Risk --

NAV ₹17.00
Fund Size ₹803.81Cr

Fund Return 11.43%

Category Return 11.48%

Kotak ESG Opportunities Fund Direct Growth

Very High Risk --

NAV ₹17.00
Fund Size ₹803.81Cr

Fund Return --

Category Return 23.57%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025

EQUITY (99.28%)

DEBT (0.00%)

CASH (0.72%)

OTHERS (0.00%)

Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.

--
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period

--
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.

--
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.

--
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.

--
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

--

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.

0.70

This Fund

VS

1.18

Category Avg
Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.

0.94

This Fund

VS

0.93

Category Avg
Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.

0.31

This Fund

VS

0.52

Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.

90.19

This Fund

VS

86.30

Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.

0.21

This Fund

VS

0.33

Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.

14.25

This Fund

VS

14.51

Category Avg

Benchmark used in calculation : Morningstar India Sust NR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth

₹17.32

6.77%

4.65%

Very High Risk

₹89.89 Cr

Kotak ESG Opportunities Fund Regular Growth

₹15.85

6.50%

4.65%

Very High Risk

₹803.81 Cr

SBI Magnum Equity ESG Fund Regular Growth

₹223.64

6.04%

4.65%

Very High Risk

₹5,151.26 Cr

Quant ESG Equity Fund Regular Growth

₹30.02

5.96%

4.65%

Very High Risk

₹260.31 Cr

ICICI Prudential ESG Fund Regular Growth

₹20.59

5.81%

4.65%

Very High Risk

₹1,354.44 Cr

Quantum India ESG Equity Fund Regular Growth

₹22.35

5.33%

4.65%

Very High Risk

₹86.49 Cr

Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth

VERY HIGH RISK --

NAV ₹17.32
Fund Size ₹89.89 Cr

Fund Return 6.77%

Category Return 4.65%

Kotak ESG Opportunities Fund Regular Growth

VERY HIGH RISK --

NAV ₹15.85
Fund Size ₹803.81 Cr

Fund Return 6.50%

Category Return 4.65%

SBI Magnum Equity ESG Fund Regular Growth

VERY HIGH RISK --

NAV ₹223.64
Fund Size ₹5,151.26 Cr

Fund Return 6.04%

Category Return 4.65%

Quant ESG Equity Fund Regular Growth

VERY HIGH RISK --

NAV ₹30.02
Fund Size ₹260.31 Cr

Fund Return 5.96%

Category Return 4.65%

ICICI Prudential ESG Fund Regular Growth

VERY HIGH RISK --

NAV ₹20.59
Fund Size ₹1,354.44 Cr

Fund Return 5.81%

Category Return 4.65%

Quantum India ESG Equity Fund Regular Growth

VERY HIGH RISK --

NAV ₹22.35
Fund Size ₹86.49 Cr

Fund Return 5.33%

Category Return 4.65%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Kotak Manufacture in India Fund Direct Growth

₹17.83

10.81%

Very High Risk

₹2,039.96 Cr

Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option

₹67.85

10.46%

9.98%

Very High Risk

₹1,891.24 Cr

Kotak Nifty Next 50 Index Fund Direct Growth

₹18.30

10.37%

Very High Risk

₹436.51 Cr

Kotak Banking & Financial Services Fund Direct Growth

₹14.80

8.99%

7.24%

Very High Risk

₹1,007.47 Cr

Kotak Nifty Financial Services Ex-Bank Index Fund Direct Growth

₹13.76

8.92%

Very High Risk

₹37.68 Cr

Kotak Nifty Smallcap 50 Index Fund Direct Growth

₹18.04

8.83%

Very High Risk

₹99.96 Cr

Kotak Manufacture in India Fund Direct Growth

VERY HIGH RISK --

NAV ₹17.83
Fund Size ₹2,039.96 Cr

Fund Return 10.81%

Category Return --

Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option

VERY HIGH RISK

NAV ₹67.85
Fund Size ₹1,891.24 Cr

Fund Return 10.46%

Category Return 9.98%

Kotak Nifty Next 50 Index Fund Direct Growth

VERY HIGH RISK --

NAV ₹18.30
Fund Size ₹436.51 Cr

Fund Return 10.37%

Category Return --

Kotak Banking & Financial Services Fund Direct Growth

VERY HIGH RISK --

NAV ₹14.80
Fund Size ₹1,007.47 Cr

Fund Return 8.99%

Category Return 7.24%

Kotak Nifty Financial Services Ex-Bank Index Fund Direct Growth

VERY HIGH RISK --

NAV ₹13.76
Fund Size ₹37.68 Cr

Fund Return 8.92%

Category Return --

Kotak Nifty Smallcap 50 Index Fund Direct Growth

VERY HIGH RISK --

NAV ₹18.04
Fund Size ₹99.96 Cr

Fund Return 8.83%

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 4,71,500.26 crores. It’s current offering of mutual fund schemes includes 44 equity, 54 debt and 7 hybrid schemes.

Phone

+91 22 61152100

fundaccops@kotakmutual.com

AUM

₹ 4,71,500.26 Cr (

As on Feb 2025

)

Address

2nd Floor, 12-BKC, Plot No C-12 ,Mumbai ,400 051

FAQ’S

What is the category of Kotak ESG Opportunities Fund Regular Growth ?

The category of Kotak ESG Opportunities Fund Regular Growth is Equity - Equity - ESG

What is the current NAV of Kotak ESG Opportunities Fund Regular Growth ?

The current NAV of Kotak ESG Opportunities Fund Regular Growth (as on Mar 28, 2025) is ₹ 15.85

How safe is Kotak ESG Opportunities Fund Regular Growth?

The risk level of Kotak ESG Opportunities Fund Regular Growth is Very High .

What are short term returns given by Kotak ESG Opportunities Fund Regular Growth?

The return given by Kotak ESG Opportunities Fund Regular Growth in 1 month is 6.50%, 3 months is -4.10%, 6 months is -12.95%, and 1 year is 4.83%.

What are the long term returns given by Kotak ESG Opportunities Fund Regular Growth?

The return given by Kotak ESG Opportunities Fund Regular Growth in 3 years is 9.67% and 5 years is --.

What is the expense ratio of Kotak ESG Opportunities Fund Regular Growth?

The expense ratio of Kotak ESG Opportunities Fund Regular Growth is 2.15 %

What is the AUM of Kotak ESG Opportunities Fund Regular Growth

The assets under Management (AUM) of Kotak ESG Opportunities Fund Regular Growth is Rs 803.81 crores.

What is the minimum investment in Kotak ESG Opportunities Fund Regular Growth?

The minimum Lumpsum investment in Kotak ESG Opportunities Fund Regular Growth is ₹100 and the minimum SIP investment in Kotak ESG Opportunities Fund Regular Growth is ₹100

What is the asset allocation of Kotak ESG Opportunities Fund Regular Growth?

The Kotak ESG Opportunities Fund Regular Growth has an exposure of 99.28% in Equity, and 0.72% in Cash & Money Market Securities

COMPANIES

INDICES ANALYSIS

AMCs

MUTUAL FUNDS

NEWS

Kotak ESG Opportunities Fund Regular Growth

FUND RATING

RISK-O-METER

FUND PERFORMANCE

FUND COMPARISON

RETURN CALCULATOR

FUND SUMMARY

ABOUT THE FUND

FUND MANAGER

DETAILED PORTFOLIO

PERFORMANCE MEASURES

HISTORICAL RISK MEASURES

PEER ANALYSIS

Top funds from this amc

ABOUT THE AMC

FAQ’S

CALCULATORS

Top Stories