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Kotak Esg Opportunities Fund Idcw Direct Plan

14.85
NAV (Dec 7,2023)

Kotak Esg Opportunities Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Esg Opportunities Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.22
  • P/B Ratio
    UM_URBAN_MONEY

    5.72
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.97
  • Sharpe
    UM_URBAN_MONEY

    0.07
  • Sortino
    UM_URBAN_MONEY

    0.12

Fund Overview

0.71%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

952.29 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹100.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Dec 08, 2023

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,700.35 (7.00%)11,614.06 (16.14%)11,665.1 (16.65%)-- (--)-- (--)
32,101.05 (7.00%)34,842.18 (16.14%)34,995.3 (16.65%)-- (--)-- (--)
53,501.75 (7.00%)58,070.3 (16.14%)58,325.5 (16.65%)-- (--)-- (--)
85,602.8 (7.00%)92,912.48 (16.14%)93,320.8 (16.65%)-- (--)-- (--)
1,07,003.5 (7.00%)1,16,140.6 (16.14%)1,16,651 (16.65%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD6.82%
  • Infosys Ltd6.75%
  • Tata Consultancy Services Ltd6.01%
  • Larsen and Toubro Ltd5.08%
  • Linde India Ltd4.22%
  • ICICI BANK LTD3.94%
  • AXIS BANK LTD3.76%
  • Ultratech Cement Ltd3.71%
  • Maruti Suzuki India Limited3.27%
  • Hero MotoCorp Ltd3.24%
  • BHARTI AIRTEL LTD3.17%
  • STATE BANK OF INDIA3.06%
  • Bharat Forge Ltd2.94%
  • AU Small Finance Bank Ltd2.92%
  • Bajaj Finance Ltd2.75%
  • Tech Mahindra Ltd2.38%
  • Hindalco Industries Ltd2.29%
  • AMBUJA CEMENTS LTD2.23%
  • Hindustan Unilever Ltd2.22%
  • Mahindra & Mahindra Ltd2.14%
  • SUN PHARMACEUTICAL INDUSTRIES LTD2.11%
  • Eicher Motors Ltd2.08%
  • BANK OF BARODA1.85%
  • Zomato Ltd1.66%
  • Ratnamani Metals & Tubes Ltd1.63%
  • Bosch Limited1.53%
  • JK Cement Ltd1.49%
  • Cipla Ltd1.45%
  • HCL Technologies Ltd1.34%
  • RELIANCE INDUSTRIES LTD1.32%
  • Triparty Repo1.26%
  • Abbott India Ltd1.06%
  • Inter Globe Aviation Ltd1.03%
  • Jindal Steel & Power Ltd1.00%
  • Mahindra & Mahindra Financial Services Ltd0.90%
  • DR Lal Pathlabs Ltd0.89%
  • Apollo Tyres Ltd0.80%
  • Divis Laboratories Ltd0.71%
  • Colgate Palmolive India Ltd0.55%
  • VIP Industries Limited0.51%
  • Wipro Ltd0.50%
  • Net Current Assets Liabilities0.37%
  • Kotak Liquid Scheme Direct Plan Growth0.37%
  • Balrampur Chini Mills Ltd0.22%
  • V Mart Retail Ltd0.17%
  • Balkrishna Industries Ltd0.13%
  • Bata India Ltd0.08%
  • Dhanuka Agritech Ltd0.05%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

33.94%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

30.65%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

23.87%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

23.06%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

21.24%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

16.47%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.72%

Quantum India ESG Equity Fund - Growth - Direct PlanQuantum India ESG Equity Fund - Growth - Direct Plan

EQUITY

Very High

13.29%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

12.25%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

11.10%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

41.22%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

33.40%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

32.06%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

25.49%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

20.99%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

20.96%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

18.30%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.56%

Quantum India ESG Equity Fund - Growth - Direct PlanQuantum India ESG Equity Fund - Growth - Direct Plan

EQUITY

Very High

16.59%

UTI MNC Fund - Regular Plan - IDCWUTI MNC Fund - Regular Plan - IDCW

EQUITY

Very High

15.97%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

34.39%

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

31.58%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.50%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

23.51%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

20.96%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

20.63%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.82%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

12.60%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.73%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

10.22%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

22.83%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

21.02%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

18.28%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

17.23%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.96%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

16.68%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

15.95%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

15.15%

UTI MNC Fund - Regular Plan - IDCWUTI MNC Fund - Regular Plan - IDCW

EQUITY

Very High

10.71%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

9.02%

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