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Fund Facts
  • Name of Fund:
    Kotak Energy Opportunities
  • Opening:
    3rd April 2025
  • Closing:
    17th April 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100/- and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • NIFTY ENERGY

  • Fund Manager:

  • Harsha Upadhyaya, Mandar Pawar, Abhishek Bisen

Asset Allocation

80-100 % Equity
upto 20% Debt
Comparable existing schemes
SBI Energy Opportunities Fund -15.14(6M) -6.04(1Y)
ICICI Prudential Energy Opportunities Fund -7.37(M) Not Available

Fund Prognosis

Idea Distiller

Petroleum, Gas, Power!!!! Would these industry segments become the favoured equity child soon. Kotak AMC thinks so.

  • Fund House AAUM:

  • Rs 48712127.34 Lakhs(as on 31st March, 2025)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

In a field dominated by a super heavyweight and other heavyweights, how much upside can one expect?? Not for me.