Kotak Energy Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.03%)Nav, as on 13-11-2025

  • Previous Nav

  • Net Change on 13-11-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Energy and Energy related activities. However, there is no assurance that the objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY ENERGY - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Nippon India Power & Infra Fund-Growth Plan -Growth Option May 08, 2004 3.23 26.94 30.98 1.83 7,529.71
Tata Resources & Energy Fund-Regular Plan-Growth Dec 28, 2015 7.36 17.63 21.40 2.12 1,232.15

Fund Holdings as on 31-October-2025

  • RELIANCE INDUSTRIES LTD.

  • Triparty Repo

  • NTPC LTD

  • GAIL (India) Ltd.

  • Power Grid Corporation of India Ltd.

  • BHARAT PETROLEUM CORPORATION LTD.

  • ABB India Ltd.

  • Siemens Ltd.

  • GE VERNOVA T&D INDIA LIMITED

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Larsen and Toubro Ltd.

  • Tata Power Company Ltd.

  • VIKRAM SOLAR LIMITED

  • Cummins India Ltd.

  • WAAREE ENERGIES LIMITED

  • Oil And Natural Gas Corporation Ltd.

  • NHPC Ltd.

  • Petronet LNG Ltd.

  • Power Finance Corporation Ltd.

  • CESC Ltd.

  • KEI Industries Ltd.

  • Linde India Ltd.

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • Torrent Power Ltd

  • Coal India Limited

  • Gulf Oil Lubricants India Ltd.

  • Exide Industries Ltd.

  • Thermax Ltd.

  • Mangalore Refinery and Petrochemicals Ltd.

  • Suzlon Energy Ltd.

  • V-Guard Industries Ltd.

  • INDIAN OIL CORPORATION LTD.

  • ACME SOLAR HOLDINGS LTD.

  • NLC India Ltd. (Neyveli Lignite Corporation Ltd.)

  • Havells India Ltd.

  • GUJARAT STATE PETRONET LTD.

  • OSWAL PUMPS LTD

  • Net Current Assets/(Liabilities)

View More

  • Power Generation/Distribution

  • Refineries

  • Electric Equipment

  • Miscellaneous

  • Gas Transmission/Marketing

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Electronics - Components

  • Diesel Engines

  • Oil Exploration

  • Finance Term Lending

  • Cable

  • Mining & Minerals

  • Lubricants

  • Batteries

  • Engineering - Industrial Equipments

  • Compressors / Pumps

View More

Fund Manager

  • Cash

  • Equity

View More

About Kotak Energy Opportunities Fund

Scheme Analysis

Kotak Energy Opportunities Fund is a Equity - Sectoral Fund - Energy & Power fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 25-Apr-2025 and currently has an AUM of ₹241.84 crore. Kotak Energy Opportunities Fund is benchmarked against NIFTY ENERGY - TRI as primary index.

The NAV of Kotak Energy Opportunities Fund ended down ₹0(-0.03%)yesterday to ₹10.36.

Among its top 3 holdings the fund has exposure to RELIANCE INDUSTRIES LTD., and

The Kotak Energy Opportunities Fund is managed by Abhishek Bisen and Harsha Upadhyaya.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455