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Kotak Energy Opportunities Fund Direct growth
Equity • Sector - Energy • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Direct growth
Launched On
25 Apr 2025
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2025
₹10.31
+0.3993% (0.10)
AUM
₹208 Cr
Expense ratio
0.93%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity90.22%
Cash9.78%
What's in this fund?
Sectors
Holdings
Utilities
Industrials
Energy
Technology
Basic Materials
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,68,354 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Abhishek Bisen
Experience: 17.52 yrs • Total AUM: 10,29,310 Cr
Harsha Upadhyaya
Experience: 13.17 yrs • Total AUM: 5,51,312 Cr
Mandar Pawar
Experience: 1.70 yrs • Total AUM: 6,349 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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