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Mutual FundsKotak Energy Opportunities Fund Direct - Growth

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Kotak Energy Opportunities Fund Direct - Growth

EquitySectoral / Thematic

6 Months Returns

3.18%profit

NAV (₹) on 06 Mar 2026

10.3740

1 Day NAV Change (₹)

-0.0180
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

Kotak Energy Opportunities Fund Direct - Growth is a Equity mutual fund scheme launched on 25 Apr 2025. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

6M

₹ 3.02 L

3.50%

₹ 3.07 L

8.00%

₹ 3.03 L

3.18%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 3,00,000

Returns

₹ 2,795 (0.93%)

Maturity Value

₹ 3,02,795

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Returns Vs Nifty 50

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP
Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹260.25 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 10.7350

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 100.00

AUM (in Cr.)

₹ 260.25

Expense Ratio

0.89%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 9.5910

Inception Date

25 Apr 2025

Fund Age

0 Yrs

Benchmark

Nifty Energy TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • Exit load of 0.5%, if redeemed within 90 Days.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Harsha Upadhyaya

Name

Harsha Upadhyaya

Qualification

(B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA.

Abhishek Bisen

Name

Abhishek Bisen

Qualification

B.A., and MBA (Finance)

Mandar Pawar

Name

Mandar Pawar

Qualification

B.Com. and M.M.S. (Finance) from Mumbai University

Fund Objective

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.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Kotak Mahindra Mutual Fund

Funds Managed

92

Assets Managed (₹ Cr)

₹ 5,69,948.30

Contact Details

telephone 022 61152100

Registered Address

locate

27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.

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FAQs

Kotak Energy Opportunities Fund was launched on 25 Apr 2025.
The current NAV of Kotak Energy Opportunities Fund is ₹10.3740 as of 06 Mar 2026.
The latest value of AUM of Kotak Energy Opportunities Fund is ₹260.25 crores as of 06 Mar 2026.
The return on investment of Kotak Energy Opportunities Fund is:
  • In the past 1Y: 0.00%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Kotak Energy Opportunities Fund is 0.89%.
The exit load of Kotak Energy Opportunities Fund is as follows:
Exit load of 0.5%, if redeemed within 90 Days.
The portfolio of Kotak Energy Opportunities Fund includes:
No Data

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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Kotak Energy Opportunities Fund is Very High.
The fund manager of Kotak Energy Opportunities Fund is Harsha Upadhyaya, Abhishek Bisen, Mandar Pawar.
If you wish to invest in Kotak Energy Opportunities Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Kotak Energy Opportunities Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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