Kotak Energy Opportunities Fund - Regular Plan - Growth
Kotak Mahindra Asset Management Co Ltd
₹10.12 (+0.09%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-1.16% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- —
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Sector - Energy
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,000
Invested ₹1,000
▼-0.03%1 year
₹988
Invested ₹1,000
▼-1.16%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Energy TR INR |
|---|---|
| Secondary Index Name | Nifty Energy TR INR |
| Index Name | Nifty Energy TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -1.16% | — | — | — |
| Cumulative returns (%) | -1.16% | — | — | — |
Fund Manager
| Manager | Mandar Pawar |
|---|---|
| Role | Manager |
| Manager Tenure | 1.44 yrs |
About Fund
| Date of Incorporation | 25 Apr 2025 |
|---|---|
| Fund House | Kotak Mahindra Asset Management Co Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| GAIL (India) Ltd | 7.42% |
| Reliance Industries Ltd | 6.98% |
| GE Vernova T&D India Ltd | 5.34% |
| ABB India Ltd | 5.01% |
| Petronet LNG Ltd | 4.93% |
| Siemens Ltd | 4.84% |
| NTPC Ltd | 4.47% |
| Power Grid Corp Of India Ltd | 4.30% |
| Bharat Petroleum Corp Ltd | 4.25% |
| Indian Oil Corp Ltd | 4.02% |
| Larsen & Toubro Ltd | 3.98% |
| Hindustan Petroleum Corp Ltd | 3.46% |
| Tata Power Co Ltd | 3.41% |
Investment Strategy
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.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.