Kotak ESG Opportunities Fund Regular Growth
Medium
Risk
Equity
Other
+
12.83
%
12.83
%
3Y annualised
+
-0.06
%
-0.06
%
1D
1M
6M
1Y
3Y
All
Fund size
986
NAV:
Mar 7, 2024
15.112
Sector
Tech
Type
Equity
Launched
Dec 2020
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Infosys Ltd
6.79
%
HDFC Bank Ltd
6.05
%
Larsen & Toubro Ltd
5.11
%
UltraTech Cement Ltd
4.01
%
Axis Bank Ltd
3.81
%
Hero MotoCorp Ltd
3.59
%
ICICI Bank Ltd
3.47
%
Maruti Suzuki India Ltd
3.43
%
GAIL (India) Ltd
3.42
%
Bharti Airtel Ltd
3.18
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
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.
Fund house & investment objective
Kotak ESG Opportunities Fund Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
