Mutual Fund- 

Kotak ECG Opportunities fund

By Rajendra

Oct  14, 2022

image credit -Kotak mf

Scheme Analysis

Invest in better tomorrow

Category 

Thematic

Inception

Dec 11,  2020

Benchmark

Nifty 10 ECG

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AUM  - 1,264 Cr

Fund Manager

Harish Krishnan & 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

Bajaj Finance

Larson Toubro

7.55

6.99

6.04

4.93

4.53

Total   30.04

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

24.42

12.19

8.19

7.12

6.10

Automobiles

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 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

-7.92%

-

-7.28%

A Positive Correlation between sustainability and economic growth

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