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
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|