Kotak Energy Opportunities Fund - Growth - Regular Plan

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  • (-0.75%)Nav, as on 30-05-2025

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  • Net Change on 30-05-2025

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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

Fund Holdings as on 30-April-2025

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • Miscellaneous

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Fund Manager

  • Cash

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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 ₹171.34 crore. Kotak Energy Opportunities Fund is benchmarked against NIFTY ENERGY - TRI as primary index.

The NAV of Kotak Energy Opportunities Fund ended down ₹-0.08(-0.75%)yesterday to ₹10.193.

Among its top 3 holdings the fund has exposure to Triparty Repo, Net Current Assets/(Liabilities) 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