Mutual Fund- 

Kotak ECG Opportunities fund

By Rajendra

Apr 12, 2023

image credit -Kotak mf

Scheme Analysis

Invest in better tomorrow

Category 

Thematic

Inception

Dec 11,  2020

Benchmark

Nifty 100 ECG

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AUM  - 1,123 Cr

Fund Manager

Harsha Upadhyaya & Arjun Khanna

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Kotak ECG Opportunities Fund

Investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.

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Top 5 Holding

SBI

ICICI Bank

Infosys

TCS

Larson Toubro

8.01

7.59

7.13

5.00

4.96

Total  -  32.69

Focus on ESG parameter based filter. Companies with higher ESG score is given preference.

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Bank

Information Technology

Finance

Top 5 Sector

27.75

14.28

8.40

6.47

6.17

Construction

Cement

Around 40-60 Top Stock Ideas based on ESG Score

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 28 Feb. 2023

1 Year

3 Year

Since Inception

Period

Returns

-1.93%

-

6.08%

A Positive Correlation between sustainability and economic growth

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