Kotak Energy Opportunities Fund Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 04 Sep 2025
₹10.01
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹200.78Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (33)

NameSectorInstrumentAssets
EnergyEquity8.32%
EnergyEquity7.62%
EnergyEquity6.64%
EnergyEquity6.52%
Capital GoodsEquity4.94%
Capital GoodsEquity4.53%
Capital GoodsEquity3.67%
EnergyEquity3.57%
EnergyEquity3.13%
EnergyEquity2.95%
ConstructionEquity2.72%
EnergyEquity2.58%
FinancialEquity2.55%
ChemicalsEquity2.46%
EnergyEquity2.40%
Capital GoodsEquity2.30%
EnergyEquity2.24%
Capital GoodsEquity2.13%
EnergyEquity1.96%
EnergyEquity1.87%
Capital GoodsEquity1.77%
Capital GoodsEquity1.71%
Capital GoodsEquity1.53%
Consumer DiscretionaryEquity1.43%
EnergyEquity1.37%
EnergyEquity1.21%
EnergyEquity1.20%
EnergyEquity1.09%
Capital GoodsEquity0.82%
EnergyEquity0.76%
EnergyEquity0.31%
Capital GoodsEquity0.19%
Metals & MiningEquity0.06%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Absolute returns
3M3M6MAll
Fund returns-3.1%-3.1%NA-1.2%
Category averageNANANANA
Rank with in category33NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.42%

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Abhishek Bisen
Apr 2025 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Harsha Upadhyaya
Apr 2025 - Present
View details

Education
Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Also manages these schemes

Mandar Pawar
Apr 2025 - Present
View details

Education
Mr. Pawar has done B.Com and MMS
Experience
Prior to joining Kotak Mahindra Mutual Fund, he has worked with KR Choksey Securities and MF Global Sify Securities
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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