| Launch date | 03 Apr 2025 |
| Allotment date | 25 Apr 2025 |
| End date | 17 Apr 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: NA
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Abhishek BisenApr 2025 - PresentView details
Harsha UpadhyayaApr 2025 - PresentView details
Mandar PawarApr 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #5 in India |
|---|---|
| Total AUM | ₹4,73,887.31Cr |
| Date of Incorporation | 05 Aug 1994 |
|---|
Kotak Energy Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Energy Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,73,887 Cr and the Latest NAV as of 03 Apr 2025 is ₹10.00. The Kotak Energy Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;
Investment Objective
The scheme seeks 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. ;
| Fund benchmark | NIFTY Energy Total Return Index |
|---|
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