AB
Abhishek BisenLead
Since Apr 2025
AUM managed
₹1,89,114.75Cr
Tenure
Since Apr 2025
Funds
87
Kotak Energy Opportunities Reg Growth
Sector - EnergyKotak Mahindra Mutual Fund
NAV
₹10.34
-2.33% today
AUM
₹274.55 Cr
Fund size
Expense
2.45%
Regular plan
Min SIP
₹0
per month
Min Lumpsum
₹100
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty Energy TR INR (100%)
Number of holdings40
Inception25 Apr 2025
Exit load0.5
Risk metrics
Alpha-4.6
Beta0.87
Sharpe ratio0.2
Standard deviation18.84%
Sortino ratio0.35
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Kotak Energy Opportunities Reg Growth
Kotak Energy Opportunities Reg Growth is an open-ended Sector - Energy mutual fund scheme offered by Kotak Mahindra Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.34 per unit and the scheme manages ₹274.55 Cr in assets under management. The fund charges an expense ratio of 2.45% and is benchmarked against Nifty Energy TR INR (100%). Over the trailing 5 years, Kotak Energy Opportunities Reg Growth has delivered 0.00% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Kotak Energy Opportunities Reg Growth returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -3.16% | -1.57% |
| 3 months | -3.44% | -0.55% |
| 6 months | +3.24% | +6.09% |
| 1 year | +0.75% | +9.32% |
| 3 years | 0.00% | 0.00% |
| 5 years | 0.00% | 0.00% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -1.57% |
| 3 months | -1.94% | -6.21% |
| 6 months | +0.70% | +1.83% |
| 1 year | +7.83% | +11.20% |
| 3 years | 0.00% | -96.99% |
| 5 years | 0.00% | -96.99% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Kotak Energy Opportunities Reg Growth — frequently asked questions
What is the NAV of Kotak Energy Opportunities Reg Growth?
The latest net asset value (NAV) of Kotak Energy Opportunities Reg Growth is ₹10.34 per unit, -2.33% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Kotak Energy Opportunities Reg Growth delivered?
Kotak Energy Opportunities Reg Growth has returned 0.00% over the trailing 5 years (1 year: +0.75%, 3 years: 0.00%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Kotak Energy Opportunities Reg Growth?
Kotak Energy Opportunities Reg Growth charges an expense ratio of 2.45% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Kotak Energy Opportunities Reg Growth?
SEBI's riskometer classifies Kotak Energy Opportunities Reg Growth as Very High Risk, which is typical for a Sector - Energy scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Kotak Energy Opportunities Reg Growth?
You can start a SIP in Kotak Energy Opportunities Reg Growth from ₹0 per month, and the minimum lumpsum investment is ₹100.
Who manages Kotak Energy Opportunities Reg Growth?
Kotak Energy Opportunities Reg Growth is managed by Kotak Mahindra Mutual Fund, holds ₹274.55 Cr in assets under management and invests across 40 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Kotak Mahindra Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Energy
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF174KA1WA6
- Scheme code
- FS0000JFHB
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