- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Energy Opportunities Fund (G)
Kotak Energy Opportunities Fund (G)
₹ 10.01
NAV (May 09)
Scheme Information
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.
Expense Ratio | - |
Launched <1Y | 2025-04-25 |
AUM in Crores | 171.3 |
ISIN | INF174KA1WA6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Energy Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 68,033 cr | ||
₹ 28,506 cr | ||
₹ 51,111 cr | ||
₹ 16,217 cr |
Kotak Energy Opportunities Fund (G) Review
Kotak Energy Opportunities Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 0.13%. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Harsha Upadhyaya, Mandar Pawar.
Nav of Kotak Energy Opportunities Fund (G) as of 5/9/2025 is ₹10.01 with the total AUM as of 5/10/2025 is ₹171.34. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Energy Opportunities Fund (G) was launched on 2025-04-25. The category risk of the fund is Very High.
The minimum SIP amount for Kotak Energy Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Energy Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Energy Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Energy Opportunities Fund (G).