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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)

273.46

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Kotak Energy Opportunities Fund Regular G - Nav Details

Nav Date

:  21-Jul-2026

NAV [Rs.]

:  10.691

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
1.84
-2.24
-1.14
12.25
3.29
-
-
5.54
Category Avg
-0.08
1.29
4.75
6.51
3.89
14.55
14.03
13.58
Category Best
3.01
8.95
21.75
33.72
25.3
41.32
24.97
42.24
Category Worst
-2.01
-3.81
-7.83
-9.63
-15.66
-2.57
2.3
-12.47

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
Jindal Saw45,000

Out

InName Of The CompanyNo Of Shares
Thermax4,000

Fund Holdings

Asset Type
Instrument Name
Industry
Net Assets(%)
No of Shares
Mkt Value(Cr.)
Equity & Equity related Investments
EquityNTPCPower8.6966600023.75
EquityReliance IndustrPetroleum Products7.1015000019.40
EquityGE Vernova T&DElectrical Equipment5.423000014.83
EquityB P C LPetroleum Products4.6642000012.74
EquityA B BElectrical Equipment4.631800012.65
EquityGAIL (India)Gas4.4470000012.14
EquitySiemensElectrical Equipment4.343300011.87
EquityLarsen & ToubroConstruction4.092700011.18
EquityTata Power Co.Power3.8127000010.40
EquityH P C LPetroleum Products3.462400009.46
EquityPetronet LNGGas3.083000008.42
EquityKalpataru Proj.Construction3.01600008.22
EquityLinde IndiaChemicals & Petrochemicals2.4290656.62
EquityKEI IndustriesIndustrial Products2.38120006.51
EquityPower Grid CorpnPower2.302200006.29
EquityI O C LPetroleum Products2.294500006.27
EquityEmmvee Photovol.Electrical Equipment2.261800006.17
EquityCESCPower2.223600006.07
EquityACME Solar Hold.Power1.961408325.35
EquityCummins IndiaIndustrial Products1.8690005.09
EquityTorrent PowerPower1.86360005.09
EquityNHPC LtdPower1.786000004.87
EquityO N G COil1.722000004.69
EquityWaaree EnergiesElectrical Equipment1.62150004.42
EquityCoal IndiaConsumable Fuels1.611000004.39
EquityExide Inds.Auto Components1.571110004.30
EquityNLC IndiaPower1.411199863.86
EquityPower Fin.Corpn.Finance1.40900003.81
EquityREC LtdFinance1.20900003.27
EquityVikram SolarElectrical Equipment1.181800003.23
EquityGulf Oil Lubric.Petroleum Products1.16300003.18
EquityV-Guard IndustriConsumer Durables0.82750002.25
EquityBalrampur ChiniAgricultural Food & Other Products0.55270001.49
EquityHavells IndiaConsumer Durables0.47110001.27
EquitySuzlon EnergyElectrical Equipment0.432000001.17
EquityJindal SawIndustrial Products0.43450001.17
EquityOswal PumpsIndustrial Products0.31200020.84

Invest wise with Expert advice

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

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MY WEALTH AT RETIREMENT

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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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