What is ESG investment?

An ESG Investment focuses on how companies make money rather than how much money they make.


This is based on 3 critical parameters

ENVIRONMENTAL

What impact does it have on the environment?

  • Carbon intensity trend
  • Waste management
  • Hazardous products
  • Organic products
  • Renewable energy use

SOCIAL

How they treat their employees, customers and community?

  • Working conditions policy
  • Employee fatality rate
  • Discrimination policy
  • Employee training
  • Health & safety management
  • Financial inclusion

GOVERNANCE

Is the company governed fairly?

  • Whistleblower policy
  • Bribery and corruption policy
  • Minority protection
  • Responsible investment policy
  • Board gender diversity

Why invest in Kotak ESG Opportunities Fund?

First Indian Asset Management Company to sign UNPRI.

Active engagement with investee ESG is already an integral part of our 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.

ESG investments add value to investors

Index performance comparison

Process of Kotak ESG Opportunities Fund selection

Around 40-60 Top Stock Ideas based on ESG Score and our proprietary Business, Management & Valuation (BMV) approach is selected.

Note: The final selection of stocks & sectors would be driven primarily by the growth prospects and valuations of the businesses over medium to long term as per the discretion of the fund manager within this universe. No. of stocks under research coverage is as on October 30, 2020. All other data is as on June 30, 2020. Source: Internal, AMFI

Results of managing funds “Across Market Cap” is visible in growth of ^Kotak Standard Multicap Fund

^Kotak Standard Multicap Fund is under process of converting into ‘Flexi Cap Fund’.

Kotak Standard Multicap Fund^ - AUM (In ₹ Crores)
Source: ICRA, Month-end AUM (Amt in Crs.) The above-given graph is only to inform the benefit of being focused on the selection of sectors for Kotak Standard Multicap Fund, which is observed in the AUM movement of Fund. There is no similarity between Kotak Standard Multicap Fund and Kotak ESG Opportunities Fund. This should not be in any way considered as an assurance of strategy to be adopted for Kotak ESG Opportunities Fund. Kotak ESG Opportunities Fund will be driven by its strategy mentioned in SID. Past performance is no guarantee of future returns. ^Kotak Standard Multicap Fund is in the process of realigning into Flexi cap category in accordance with SEBI circular no. EBI/HO/IMD/DF3/CIR/P/2020/228 dated November 6, 2020. This will be subject to no objection by SEBI.

The experience of managing funds “Across Market Cap” can help Thematic Fund

Disclaimer: The investment criteria of both the funds are based on the SID and there is no similarity between the same. Kotak ESG Opportunities Fund is driven by its strategy mentioned in SID. Past performance is no guarantee of future returns. Based on the ESG criterion, the fund manager would identify a list of companies. The final selection of stocks & sectors would be driven primarily by the growth prospects and valuations of the businesses over a medium to long term as per the discretion of the fund manager within this universe. Please read the SID for details of asset allocation & investment strategy. ^Kotak Standard Multicap Fund is in the process of realigning into Flexi cap category in accordance with SEBI circular no. SEBI/HO/IMD/DF3/CIR/P/2020/228 dated November 6, 2020. This will be subject to no objection by SEBI.

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Fund Features

Name of the Scheme

Kotak ESG Opportunities Fund

Type of scheme

An open-ended Equity Scheme following Environment, Social and Governance (ESG) theme

Investment Objective

The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.

Benchmark

The performance of the Scheme is measured against Nifty 100 ESG Index TRI.

Fund Manager

Mr Harsha Upadhyaya

Minimum amount for purchase / redemption / switches (Direct Plan & Regular Plan)

Minimum Investment Size:

Initial Purchase (Non-SIP)

₹5000 and in multiples of ₹1 for purchases, and ₹0.01 for switches.

Additional Purchase (Non-SIP)

₹1000 and in multiples of ₹1 for purchases, and ₹0.01 for switches.

Minimum Redemption Size:

In Rupees

In Units

₹1000

100 units

Load Structure (During NFO and continuous offer)

Entry Load:
NIL In terms of SEBI Circular No. SEBI/IMD/CIR No. 4/168230/09 dated June 30, 2009, no entry load will be charged on purchase / additional purchase / switch-in.
The commission as specified in the aforesaid circular, if any, on investment made by the investor shall be paid by the investor directly to the Distributor, based on his assessment of various factors including the service rendered by the Distributor.

Exit Load:
For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%
If units are redeemed or switched out (including SIP/STP) on or after 1 year from the date of allotment of units, irrespective of the amount of investment: Nil

Any exit load charged (net-off goods and services tax, if any) shall be credited back to the scheme. Units issued on reinvestment of dividends shall not be subject to entry and exit load.

Available Plans/ Options
A. Regular Plan             B. Direct Plan
Options: Dividend Payout, Dividend Reinvestment & Growth (Applicable for all plans)

SIP
₹1000 (Subject to a minimum of 6 SIP instalments of ₹1000 each)

Risk Factors

^Kotak Standard Multicap Fund is in the process of realigning into Flexi cap category in accordance with SEBI circular no. SEBI/HO/IMD/DF3/CIR/P/2020/228 dated November 6, 2020. This will be subject to no objection by SEBI.

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

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SID - Scheme Information Document

KIM - Key Information Memorandum

Fund Presentation