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

Kotak Energy Opportunities IDCW Reinvest Direct Plan

NAV
₹10.4360
-0.11%
(14 Nov)
AUM
242 Cr
TER
0.89%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.9%
+11.9%
+11.9%
+11.6%
NA
3Y
+31.2%
+31.2%
+31.2%
+30.9%
NA
5Y
+33.0%
+33.0%
+33.0%
+31.5%
NA
ALL
+12.3%
+12.3%
+12.3%
+16.9%
+4.4%
VOL
20.1%
20.1%
20.1%
20.1%
8.6%
TER
0.8%
0.8%
0.8%
0.9%
0.9%
AUM
₹5,714 Cr
₹5,714 Cr
₹5,714 Cr
₹1,466 Cr
₹242 Cr
INFO
0.61
0.61
0.61
0.84
0.51
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 30th Sep
Top holdings
Triparty Repo
10.3%
NTPC Ltd
8.3%
Reliance Industries Ltd
8.0%
GAIL (India) Ltd
5.8%
Power Grid Corp Of India Ltd
5.5%
Bharat Petroleum Corp Ltd
4.4%
Siemens Ltd
4.1%
ABB India Ltd
4.1%
GE Vernova T&D India Ltd
3.5%
Hindustan Petroleum Corp Ltd
3.5%
Top industry exposure
Utilities
29.6%
Industrials
24.9%
Energy
23.0%
Technology
4.8%
Basic Materials
3.8%
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