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Kotak Energy Opportunities Fund Regular G

Kotak Energy Opportunities Fund Regular G

Fund Name

Kotak Mahindra Mutual Fund

Scheme Name

Kotak Energy Opportunities Fund Regular G

AMC

Kotak Mahindra Mutual Fund

Type

:  Open

Category

Equity - Diversified

Launch Date

03-Apr-2025

Fund Manager

Abhishek Bisen

Net Assets (Rs. cr)

274.55

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Kotak Energy Opportunities Fund Regular G - Nav Details

Nav Date

:  17-Sep-2026

NAV [Rs.]

:  10.438

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Nil

Exit Load %

For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL

Kotak Energy Opportunities Fund Regular G- NAV Chart

Kotak Energy Opportunities Fund Regular G- Performance(%)

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
-1.76
-2.6
-4.08
4.57
0.92
-
-
3.11
Category Avg
-1.56
-2.96
1.12
10.91
1.71
12.12
11.66
12.75
Category Best
0.25
8.44
18.67
40.39
27.28
36.6
22.83
40.33
Category Worst
-4.62
-6.81
-7.03
-6.02
-19.52
-5.29
-0.53
-12.69

Kotak Energy Opportunities Fund Regular G- Latest Dividends

No Records Found

Kotak Energy Opportunities Fund Regular G- Investment Details

Min. Investment(Rs.)

100

Increm.Investment(Rs.)

100

In & Out

In

InName Of The CompanyNo Of Shares
Lumino Inds6,08,790
Tempsens Instrum53,450

Out

InName Of The CompanyNo Of Shares
--

Fund Holdings

Asset Type
Instrument Name
Industry
Net Assets(%)
No of Shares
Mkt Value(Cr.)
Equity & Equity related Investments
EquityGAIL (India)Gas7.42114716020.36
EquityReliance IndustrPetroleum Products6.9815000019.15
EquityGE Vernova T&DElectrical Equipment5.343300014.66
EquityA B BElectrical Equipment5.011800013.74
EquityPetronet LNGGas4.9345000013.52
EquitySiemensElectrical Equipment4.843300013.29
EquityNTPCPower4.4737500012.27
EquityB P C LPetroleum Products4.2536000011.66
EquityLarsen & ToubroConstruction3.982700010.92
EquityTata Power Co.Power3.412700009.36
EquityKalpataru Proj.Construction3.06600008.40
EquityNHPC LtdPower2.519000006.90
EquityH P C LPetroleum Products2.401800006.58
EquityExide Inds.Auto Components2.311440006.33
EquityREC LtdFinance2.121800005.81
EquityPower Grid CorpnPower2.112200005.79
EquityEmmvee Photovol.Electrical Equipment2.111800005.79
EquityLinde IndiaChemicals & Petrochemicals2.1190655.78
EquityACME Solar Hold.Power2.061408325.66
EquityLaser PowerIndustrial Products2.061800005.65
EquityCESCPower1.923600005.26
EquityKEI IndustriesIndustrial Products1.8890005.16
EquityLumino IndsCapital Markets1.826087904.99
EquityO N G COil1.692000004.63
EquityCummins IndiaIndustrial Products1.6790004.59
EquityTorrent PowerPower1.59360004.37
EquityCoal IndiaConsumable Fuels1.461000004.01
EquityWaaree EnergiesElectrical Equipment1.42150003.90
EquityI O C LPetroleum Products1.372700003.75
EquityGulf Oil Lubric.Petroleum Products1.23300003.36
EquityNLC IndiaPower1.171199863.20
EquityVikram SolarElectrical Equipment1.111800003.03
EquityPower Fin.Corpn.Finance1.10900003.02
EquityTempsens InstrumIndustrial Manufacturing1.10534503.01
EquityV-Guard IndustriConsumer Durables0.95750002.59
EquityJindal SawIndustrial Products0.51450001.39
EquityHavells IndiaConsumer Durables0.50110001.36
EquityBalrampur ChiniAgricultural Food & Other Products0.45180001.24
EquitySuzlon EnergyElectrical Equipment0.352000000.95
EquityOswal PumpsIndustrial Products0.21200020.58

Invest wise with Expert advice

By continuing, I accept the T&C and agree to receive communication on Whatsapp

Karvy Customer: For activating your account click here.

MY WEALTH AT RETIREMENT

Calculate the worth of your wealth at retirement

Key information

Fund House:
Kotak Mahindra Mutual Fund
Incorporation Date:
05-Aug-1994
Total Assets Managed (Cr.):
6,09,561.11
Trustee/s:
Mr. Balan Wasudeo, Mr. Chandrashekhar Sathe, Mr. Noshir Dastur, Mr. Arun Palkar, Kotak Mahindra Trustee Co
Chairman:
NA
CEO / MD:
NA
CIO:
NA
President:
NA
Director/s:
Mr. Nilesh Shah, Mr. Bipin R. Shah, Mr. Chengalath Jayaram, Mr. Sukant S. Kelkar, Mr. Gaurang Shah
Compliance Officer/s:
Ms. Jolly Bhatt
Investor Service Officer/s:
Ms.Sushma Mata
Fund Manager/s:
Abhishek Bisen
Auditors:
S.R. Batliboi & Co LLP

OTHER INFORMATION

Registered Office:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact Nos:
022 61152100
Fax:
022 67082213
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