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Mutual Funds

Kotak Energy Opportunities Fund

Ko

Kotak Energy Opportunities Fund

Thematic-EnergyRank #7
Not Rated

NAV (2026-07-14)

10.5

AUM

₹273.46 Cr

RISK LEVEL

Very High

Returns & Performance

1 Year1.71%2.75% vs cat avgRank #4
3 Year----
5 Year----
Since Launch4.06%--

Fund vs Category Average

1Y
1.71%-2.75%

Pros & Cons

Pros

No lock-in period
Top-5 ranked in category for 1Y (#4)
Overall top-10 rank in category (#7)

Cons

1Y returns trail category average
3Y returns below category average
ISININF174KA1WA6
NAV₹10.5
NAV Date2026-07-14
AUM₹273.46 Cr
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

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.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Mandar Pawar

Mr. Pawar has done B.Com and MMS

Prior to joining Kotak Mahindra Mutual Fund, he has worked with KR Choksey Securities and MF Global Sify Securities

Top Holdings

Holdings data not available for this scheme