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Kotak Energy Opportunities Fund Direct - Growth

EquitySectoral / Thematic
3.40%profit1 Y Returns

as on 08 Jul 2026

Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs
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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 ₹ 10.6120 (-1.63%)

NAV

NIFTY50

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Returns Calculator

basis annualised returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.11 L

3.40%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 11,166 (3.40%)

Maturity Value

₹ 6,11,166

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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 vs Category

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*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

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Start SIP with as Low as ₹100.

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Historical NAV

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1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹ 270.14 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

₹ 11.2150

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 100.00

AUM (in Cr.)

₹ 270.14

Expense Ratio

0.93%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 9.5910

Inception Date

25 Apr 2025

Fund Age

1 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

NameQualification
Abhishek Bisen
B.A., and MBA (Finance)
Mandar Pawar
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

No. of Schemes

90

Total AUM

₹ 5,55,295.35 Cr

Contact Details

globewww.kotakmf.com/
phone022 61152100
twitter@KotakMF
address

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 ₹10.6120 as of 08 Jul 2026.
The latest value of AUM of Kotak Energy Opportunities Fund is ₹270.14 crores as of 08 Jul 2026.
The return on investment of Kotak Energy Opportunities Fund is:
  • In the past 1Y: 3.40%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Kotak Energy Opportunities Fund is 0.93%.
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:
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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 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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