Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.78 | 44.75 | 1.85 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.40 | 48.58 | 2.25 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY100 ESG - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak ESG Exclusionary Strategy Fund(IDCW) | 32.69% | 13.58% | 17.65% |
ICICI Pru India Opp Fund(IDCW-Payout) | 30.44% | 15.73% | 19.37% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
6.96 %
Holdings
6.60 %
Holdings
4.78 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
74
Total AUM
₹ 4,66,331.59 Cr.
Mandar Pawar
AUM: ₹1,008.12 Cr.
|
Exp: 19yrs
B.Com, M.M.S.
Mr. Mandar has an overall industry experience of 19 years. He has been working with Kotak Mutual Fund as an analyst for 16 years. Prior to joining Kotak Mahindra Mutual Fund, he has worked as research analyst on sell-side with KR Choksey Securities and MF Global Sify Securities for a period of 3.5 years.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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3 years ago•Kotak Mutual Fund
Kotak ESG Opportunities Fund by Mr. Nilesh Shah (Hindi)
3 years ago•Kotak Mutual Fund
Kotak ESG Opportunities Fund by Mr. Nilesh Shah (English)
3 years ago•Kotak Mutual Fund
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3 years ago•Kotak Mutual Fund
Kotak ESG Opportunities Fund
3 years ago•Kotak Mutual Fund
Returns
Other Funds in the same category are generating better returns