Kotak Energy Opportunities Fund-Regular-Growth
NAV as on 10-06-2026
₹ 10.472
₹
-0.12
(
-1.1459%)
AUM as on 31-05-2026
269.75 Cr
Rtn (Since Inception)
4.09%
Kotak Energy Opportunities Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Thematic-Energy |
| Launch Date: | 25-04-2025 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Energy TRI |
| TER: | 2.45% As on (31-05-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 269.75 Cr As on (31-05-2026) |
| Turn over: | 14.55 |
| Exit Load: | • For redemption / switch out within 90 days from the date of allotment: 0.5% • If units are redeemed or switched out on or after 90 days from the date of allotment - Nil |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Kotak Energy Opportunities Fund Reg Gr | 25-04-2025 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
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