Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹255 Cr
Lock In Period
N/A
Expense Ratio
2.42
Benchmark
Nifty Energy Total Return
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.
Summary
Latest details for Kotak Energy Opportunities Fund Growth include a ₹10.835 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Energy Opportunities Fund Growth AUM is ₹255 Cr, with a lock-in of N/A years, expense ratio of 2.42%, and benchmark Nifty Energy Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 13.86% returns, against a category average of 1.70% and a category best of 26.98%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 13.86 | 1.70 | 26.98 |
| 6M | 5.89 | 1.25 | 96.54 |
| 1Y | 0.00 | 4.55 | 251.54 |
| 3Y | 0.00 | 13.61 | 332.92 |
Portfolio Analysis
- Equity: 95.28%
- Debt: 4.72%
- Others
As on: 2026-03-31
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About Fund
Kotak Energy Opportunities Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹255 Crore. The fund benchmarks its performance against the Nifty Energy Total Return while maintaining an expense ratio of 2.42. Under the expert guidance of Mandar Pawar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Mandar Pawar
Mr. Mandar 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMotilal Oswal Infrastructure Fund Growth | 0 | 113.43 CR | 2.36 |
| This FundAditya Birla Sun Life Quant Fund Growth | 0 | 1867.53 CR | 2.07 |
| This FundKotak Energy Opportunities Fund Growth | 0 | 254.82 CR | 2.42 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1798.21 CR | 2.1 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 599.16 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Infrastructure Fund Growth | 0 | 0 |
| This FundAditya Birla Sun Life Quant Fund Growth | 5.8442 | 0 |
| This FundKotak Energy Opportunities Fund Growth | 0 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 10.9367 | 112.3944 |
| This FundNippon India Taiwan Equity Fund Growth | 246.7021 | 315.2486 |
FAQs
Kotak Energy Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Energy Opportunities Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Energy Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : 13.86%
- 6 Months : 5.89%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Kotak Energy Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Energy Opportunities Fund Growth is ₹255 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Energy Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500