Launch of Kotak ESG Opportunities Fund

Launch of Kotak ESG Opportunities Fund

An Open ended Equity Scheme following Environmental, Social & Governance (ESG Theme) with flexibility of investing across market capitalization.

Seasons’ Greetings from Midas FinServe Pvt. Ltd. !!!

In our continuous endeavour to update our valued investor about the Investment Ideas /Theme, we would like to share launch of Kotak ESG Opportunities Fund, An Open ended Equity Scheme following Environmental, Social & Governance (ESG Theme) with flexibility of investing across market capitalization.  The New Fund Offer will close for subscription on Dec 4, 2020.

Leader In ESG: Kotak Mahindra Asset Management Company is First Indian Asset Management Company to Sign United Nations’ Principles for Responsible Investment (PRI)

ESG FACTORS: 3 Critical Questions

ESG Investment Is Focusing On ‘How Companies Make Money’..Rather Than Just ‘How Much Money’ They Make

Environmental    : Does the company have a positive or negative impact on environment?

Social                   : How does the company treat its employees, customers and community?

Governance         : Is the company governed in a fair manner?

 

Portfolio Parameters – ESG Parameters Given Preference

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Why Invest in Kotak ESG Opportunities Fund?

  • First Indian Asset Management Company to Sign United Nations’ Principles for Responsible Investment (PRI)
  • Active engagement with Investee ESG an integral part of Kotak Mutual Fund’s existing Investment Process
  • Active implementation of ‘Responsible Investment’ policies for Equity and Debt
  • Partnered with ‘Sustainalytics’ – A Global Leader in ESG and Corporate Governance for ESG rating data
  • Active engagement with Investee Companies to measure the impact of ESG parameters.
Data as on November 17, 2020 Asset Sub Class Returns(%)
3 Month 6 Month 1 Year 2 Years 5 Years 6 Years 7 Years
Kotak India EQ Contra Fund Contra 13.22 38.86 7.39 9.24 11.94 8.94 13.54
Kotak Tax Saver ELSS 13.62 36.15 9.08 10.96 10.90 9.34 15.66
Kotak Focused Equity Fund Focused 12.29 35.48 6.41
Kotak Equity Opportunities Fund Large & Midcap 11.86 34.31 9.81 12.02 11.52 9.93 15.39
Kotak Bluechip Fund Large Cap 13.40 38.63 9.74 12.23 9.98 8.76 13.54
Kotak Emerging Equity Fund Midcap 14.01 41.17 13.90 11.37 11.45 11.51 21.03
Kotak Standard Multicap Fund Multicap 12.97 35.26 5.93 9.61 11.57 10.22 16.44
Kotak Small Cap Fund Small Cap 18.70 57.61 22.14 13.53 10.77 10.43 18.72
Kotak Equity Hybrid Fund Hybrid 13.48 35.32 10.40 12.16 9.74 8.18 11.45

Author: Midas Finserve

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