Kotak Energy Opportunities Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Energy Opportunities Growth Direct Plan

NAV
₹10.3340
+0.90%
(3 Oct)
AUM
208 Cr
TER
0.93%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+2.2%
-0.4%
-1.3%
-4.5%
NA
3Y
+31.8%
+34.5%
+34.7%
+32.7%
NA
5Y
+29.8%
+32.0%
+34.0%
+34.9%
NA
ALL
+18.2%
+17.1%
+12.1%
+25.2%
+3.3%
VOL
16.3%
19.7%
20.2%
22.2%
8.5%
TER
0.5%
0.9%
0.8%
0.6%
0.9%
AUM
₹7,509 Cr
₹1,341 Cr
₹5,179 Cr
₹5,227 Cr
₹208 Cr
INFO
1.12
0.87
0.60
1.13
0.39
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Energy Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Triparty Repo
9.7%
Reliance Industries Ltd
8.8%
NTPC Ltd
7.9%
GAIL (India) Ltd
6.2%
Power Grid Corp Of India Ltd
6.0%
Siemens Ltd
4.4%
ABB India Ltd
4.3%
GE Vernova T&D India Ltd
3.6%
Bharat Petroleum Corp Ltd
3.6%
Hindustan Petroleum Corp Ltd
3.3%
Top industry exposure
Utilities
29.8%
Industrials
26.7%
Energy
22.0%
Technology
5.5%
Basic Materials
3.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
2%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be achieved.
Fund manager(s)
Harsha Upadhyaya
Abhishek Bisen
Mandar Pawar

FAQs