Kotak Energy Opportunities Fund Regular-Growth

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Equity, Thematic-Energy, Principal at very high risk

1 Year Return -7.13% at 30 Oct 2026 12:13 PM

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Kotak Energy Opportunities Fund Regular-Growth: Mutual Fund Overview

Kotak Energy Opportunities Fund Regular-Growth is an Thematic-Energy mutual fund with over 1.51 years of performance history. The scheme manages an AUM of ₹264.48 Cr and has a NAV of ₹9.775. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -7.13%.

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Fund Details

NAV 9.775

Sub-Type Thematic-Energy

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.51

Fund Size(in Crores) 264.48

Fund Performance

1 Month -4.26%

3 Month -7.28%

6 Month -11.11%

1 Year -7.13%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (96.11%) Market Cap Large Cap 48.92 Small Cap 25.85 Mid Cap 21.34 Top Sectors Energy 49.62 Capital Goods 30.76 Materials 4.82 Chemicals 3.45 Financial 3.14 Construction 2.56 Consumer Discretionary 0.84 Metals & Mining 0.47 Consumer Staples 0.45 Top Holding Balrampur Chini Mills 0.45 Coal India 4.82 Kalpataru Projects Intl. 3.13 Tata Power Company 3.66 Larsen & Toubro 2.56 Indian Oil Corporation 1.38 GE Vernova T&D 5.24 NTPC 3.48 Jindal Saw 0.47 Exide Industries 2.25 ONGC 1.71 Gulf Oil Lubricants India 1.28 GAIL (India) 7.4 Lumino Industries 2.36 REC 2.03 Reliance Industries 6.73 Linde India 2.17 Cummins India 1.62 Bharat Petroleum Corporation 4.13 Vikram Solar 1.09 Siemens 4.65 Power Grid Corporation Of India 2.17 V-Guard Industries 0.84 NLC India 1.19 Petronet LNG 4.84 CESC 1.82 NHPC 2.48 Tempsens Instruments (India) 1.06 Power Fin. Corp. 1.11 ACME Solar Holdings 2.34 ABB India 4.61 Kanohar Electricals 1.9 Laser Power & Infra 1.8 Kei Industries 1.52 Oswal Pumps 0.2 Waaree Energies 1.35 Torrent Power 1.7 Emmvee Photovoltaic Power 2.15 Havells India 0.42

Debt & Others (3.89%) Sector Allocation Repo 4.12 Net Payables -0.23 Debt Credit Ratings Debt Category Others 3.89

Comparison with same funds

Equity, Flexi Cap funds Axis Nifty Energy Index Fund Regular-Growth Ret 1M -3.39% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-Growth Ret 1M -3.3% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Payout Ret 1M -3.3% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Reinvestment Ret 1M -3.3% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-Growth Ret 1M -4.23% Ret 1Y 5.73% Ret 3Y 17.45% Ret 5Y 13.23%

Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Ret 1M -4.23% Ret 1Y 5.73% Ret 3Y 17.45% Ret 5Y 13.23%

Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Reinvestment Ret 1M -4.23% Ret 1Y 5.73% Ret 3Y 17.45% Ret 5Y 13.23%

Equity, Flexi Cap funds Groww BSE Power ETF FOF Regular-Growth Ret 1M -3.84% Ret 1Y -0.02% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Groww BSE Power ETF FOF Regular-IDCW Payout Ret 1M -3.84% Ret 1Y -0.02% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Groww BSE Power ETF FOF Regular-IDCW Reinvestment Ret 1M -3.84% Ret 1Y -0.02% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-Growth Ret 1M -5.25% Ret 1Y 0.37% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.6%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Mandar Pawar

Education Mr. Pawar has done B.Com and MMS

Experience Prior to joining Kotak Mahindra Mutual Fund, he has worked with KR Choksey Securities and MF Global Sify Securities

Abhishek Bisen

Education Mr. Bisen is a BA and MBA in Finance.

Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Harsha Upadhyaya

Education Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.

Experience Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 7

Date of Incorporation 2025-04-25

Total AUM 592379.04

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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Kotak Energy Opportunities Fund Regular-Growth FAQs

How to invest in Kotak Energy Opportunities Fund Regular-Growth?

Investing in Kotak Energy Opportunities Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Kotak Energy Opportunities Fund Regular-Growth?

The term expense ratio for Kotak Energy Opportunities Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Kotak Energy Opportunities Fund Regular-Growth is 2.6% as of 30 Oct 2026.

What is the NAV of Kotak Energy Opportunities Fund Regular-Growth?

The NAV of Kotak Energy Opportunities Fund Regular-Growth is ₹9.775 as of 30 Oct 2026.

What is the AUM of Kotak Energy Opportunities Fund Regular-Growth?

The AUM (Assets Under Management) of Kotak Energy Opportunities Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Kotak Energy Opportunities Fund Regular-Growth is ₹264.48 Cr as of 30 Oct 2026.

What is the PE and PB ratio of Kotak Energy Opportunities Fund Regular-Growth?

The PE ratio of Kotak Energy Opportunities Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Kotak Energy Opportunities Fund Regular-Growth?

Yes, you can invest in Kotak Energy Opportunities Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Kotak Energy Opportunities Fund Regular-Growth in the last 5 years?

The return of Kotak Energy Opportunities Fund Regular-Growth in the last 5 years is 0.0%.

What is the minimum SIP investment required in Kotak Energy Opportunities Fund Regular-Growth?

The minimum SIP investment in Kotak Energy Opportunities Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Kotak Energy Opportunities Fund Regular-Growth, the minimum SIP amount is ₹100.0.

What is the current NAV of Kotak Energy Opportunities Fund Regular-Growth?

The NAV of Kotak Energy Opportunities Fund Regular-Growth, as of 30 Oct 2026, is ₹9.775.

Who manages the Kotak Energy Opportunities Fund Regular-Growth?

The fund managers responsible for Kotak Energy Opportunities Fund Regular-Growth are: