Kotak Energy Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • (-1.46%)Nav, as on 30-03-2026

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  • Net Change on 30-03-2026

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  • 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 50 - TRI N/A N/A N/A N/A N/A N/A
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 1.82 22.99 21.73 1.83 7,127.91
DSP Natural Resources And New Energy Fund - Regular - Growth Apr 25, 2008 22.68 23.13 19.95 2.01 1,989.64
Tata Resources & Energy Fund-Regular Plan-Growth Dec 28, 2015 2.85 16.25 13.77 2.10 1,263.92

Fund Holdings as on 28-February-2026

  • NTPC LTD

  • RELIANCE INDUSTRIES LTD.

  • Triparty Repo

  • BHARAT PETROLEUM CORPORATION LTD.

  • GAIL (India) Ltd.

  • GE VERNOVA T&D INDIA LIMITED

  • Power Grid Corporation of India Ltd.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Larsen and Toubro Ltd.

  • Siemens Ltd.

  • INDIAN OIL CORPORATION LTD.

  • ABB India Ltd.

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • Linde India Ltd.

  • KEI Industries Ltd.

  • Petronet LNG Ltd.

  • Cummins India Ltd.

  • CESC Ltd.

  • Tata Power Company Ltd.

  • Torrent Power Ltd

  • Oil And Natural Gas Corporation Ltd.

  • Power Finance Corporation Ltd.

  • Gulf Oil Lubricants India Ltd.

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

  • EMMVEE PHOTOVOLTAIC POWER LIMITED

  • NHPC Ltd.

  • Coal India Limited

  • WAAREE ENERGIES LIMITED

  • VIKRAM SOLAR LIMITED

  • Thermax Ltd.

  • Exide Industries Ltd.

  • V-Guard Industries Ltd.

  • Suzlon Energy Ltd.

  • ACME SOLAR HOLDINGS LTD.

  • Havells India Ltd.

  • OSWAL PUMPS LTD

  • GUJARAT STATE PETRONET LTD.

  • Net Current Assets/(Liabilities)

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  • Power Generation/Distribution

  • Refineries

  • Electric Equipment

  • Engineering - Construction

  • Miscellaneous

  • Gas Transmission/Marketing

  • Industrial Gases & Fuels

  • Cable

  • Diesel Engines

  • Oil Exploration

  • Finance Term Lending

  • Lubricants

  • Glass

  • Mining & Minerals

  • Electronics - Components

  • Engineering - Industrial Equipments

  • Batteries

  • Compressors / Pumps

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Fund Manager

  • Cash

  • Equity

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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 ₹279.60 crore. Kotak Energy Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY ENERGY - TRI as secondary index.

The NAV of Kotak Energy Opportunities Fund ended down ₹-0.14(-1.46%)yesterday to ₹9.617.

Among its top 3 holdings the fund has exposure to NTPC 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