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

Kotak Energy Opportunities IDCW Reinvest Direct Plan

NAV
₹10.1170
+0.67%
(17 Mar)
AUM
280 Cr
TER
0.89%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
NA
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
+1.2%
VOL
20.0%
20.0%
20.0%
20.1%
12.6%
TER
0.8%
0.8%
0.8%
0.9%
0.9%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹280 Cr
INFO
0.60
0.60
0.60
0.80
0.09
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 IDCW Reinvest (DR)
₹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 28th Feb
Top holdings
NTPC Ltd
8.2%
Reliance Industries Ltd
8.0%
Triparty Repo
6.9%
Bharat Petroleum Corp Ltd
6.2%
GAIL (India) Ltd
4.5%
GE Vernova T&D India Ltd
4.5%
Power Grid Corp Of India Ltd
4.3%
Hindustan Petroleum Corp Ltd
4.2%
Larsen & Toubro Ltd
4.1%
Siemens Ltd
4.0%
Top industry exposure
Energy
28.1%
Utilities
27.3%
Industrials
27.1%
Technology
4.3%
Basic Materials
4.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
5%
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