Kotak Energy Opportunities Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Kotak Energy Opportunities Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹270 Cr
Lock In Period
N/A
Expense Ratio
2.45
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
Summary
Kotak Energy Opportunities Fund Growth NAV is ₹10.894 as of 25 Jun, 2026. Kotak Energy Opportunities Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Energy Opportunities Fund Growth is ₹100. The AUM of Kotak Energy Opportunities Fund Growth is ₹270 Cr. The expense ratio of the fund is 2.45%, and its benchmark is Nifty Energy Total Return. The current exit load of the fund 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 last 1M months, Kotak Energy Opportunities Fund Growth has delivered 3.05% returns.
Kotak Energy Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.05 | 0.37 | 11.87 |
| 6M | 8.50 | 2.27 | 122.42 |
| 1Y | 8.15 | 5.20 | 213.48 |
| 3Y | 0.00 | 12.69 | 354.01 |
Portfolio Analysis
- Equity: 94.61%
- Debt: 5.39%
- Others
As on: 2026-05-31
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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 ₹270 Crore. The fund benchmarks its performance against the Nifty Energy Total Return while maintaining an expense ratio of 2.45. 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 |
|---|---|---|---|
| Union Business Cycle Fund Growth | 0 | 511.53 CR | 2.43 |
| Mirae Asset Nifty 500 Value 50 ETF Growth | 0 | 12.45 CR | 0.21 |
| Kotak Energy Opportunities Fund Growth | 0 | 270.14 CR | 2.45 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUnion Business Cycle Fund Growth | 6.6123 | 0 |
| This FundMirae Asset Nifty 500 Value 50 ETF Growth | 0 | 0 |
| This FundKotak Energy Opportunities Fund Growth | 8.1464 | 0 |
| This FundHDFC Defence Fund Growth | 17.0402 | 195.5476 |
| This FundNippon India Taiwan Equity Fund Growth | 209.1884 | 335.551 |
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 2.45. 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 : 3.05%
- 6 Months : 8.50%
- 1 Year : 8.15%
- 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 ₹270 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.
