Kotak Energy Opportunities Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak Energy Opportunities Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹273 Cr
Lock In Period
N/A
Expense Ratio
2.56
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.
Benchmark
Nifty Energy Total Return
Kotak Energy Opportunities Fund Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.54 | 2.61 | 14.92 |
| 6M | 7.38 | 7.84 | 51.94 |
| 1Y | 5.16 | 7.03 | 118.06 |
| 3Y | 0.00 | 12.49 | 236.17 |
Portfolio Analysis
- Equity: 93.94%
- Debt: 6.06%
- Others
As on: 2026-06-30
View allocation % by
About Fund Kotak Energy Opportunities Fund Growth
Kotak Energy Opportunities Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹273 Crore. The fund benchmarks its performance against the Nifty Energy Total Return while maintaining an expense ratio of 2.56. 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 |
|---|---|---|---|
| Motilal Oswal Special Opportunities Fund Growth | 0 | 77 CR | 2.47 |
| Invesco India Consumption Fund Growth | 0 | 565 CR | 2.74 |
| Kotak Energy Opportunities Fund Growth | 0 | 273 CR | 2.56 |
| HDFC Defence Fund Growth | 5 | 10,529 CR | 1.8 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,191 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Special Opportunities Fund Growth | 0 | 0 |
| This FundInvesco India Consumption Fund Growth | 0 | 0 |
| This FundKotak Energy Opportunities Fund Growth | 5.1558 | 0 |
| This FundHDFC Defence Fund Growth | 26.8683 | 162.3441 |
| This FundNippon India Taiwan Equity Fund Growth | 115.1118 | 222.5398 |
Kotak Energy Opportunities Fund Growth 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 2.56. 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 : -0.54%
- 6 Months : 7.38%
- 1 Year : 5.16%
- 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 ₹273 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.
