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

Kotak Energy Opportunities IDCW Reinvest Direct Plan

NAV
₹9.9870
-0.66%
(9 Jan)
AUM
242 Cr
TER
0.92%
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
+13.9%
+4.8%
+4.8%
+4.8%
NA
3Y
+29.7%
+30.6%
+30.6%
+30.6%
NA
5Y
+27.9%
+21.8%
+21.8%
+21.8%
NA
ALL
+16.6%
+17.6%
+17.6%
+17.6%
-0.1%
VOL
20.1%
17.8%
17.8%
17.8%
9.9%
TER
0.9%
0.5%
0.5%
0.5%
0.9%
AUM
₹1,445 Cr
₹8,304 Cr
₹8,304 Cr
₹8,304 Cr
₹242 Cr
INFO
0.83
0.99
0.99
0.99
-0.01
See fund holdings as of 30th Nov
Top holdings
Reliance Industries Ltd
9.8%
NTPC Ltd
7.6%
GAIL (India) Ltd
5.5%
Power Grid Corp Of India Ltd
5.1%
Triparty Repo
5.0%
Bharat Petroleum Corp Ltd
4.5%
Siemens Ltd
4.1%
ABB India Ltd
3.9%
GE Vernova T&D India Ltd
3.6%
Larsen & Toubro Ltd
3.6%
Top industry exposure
Utilities
28.7%
Energy
27.7%
Industrials
25.5%
Technology
6.2%
Basic Materials
3.6%
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