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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

Harsha Upadhyaya

Net Assets (Rs. cr)

265.39

Invest wise with Expert advice

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Kotak Energy Opportunities Fund Regular G - Nav Details

Nav Date

:  20-Jan-2026

NAV [Rs.]

:  9.59

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
-2.48
-4.4
-7.15
-7.28
-
-
-
-4.1
Category Avg
-2.3
-3.31
-4.02
-2.37
3.4
17.41
16.71
12.97
Category Best
1.99
5.3
5.71
8.77
25.47
30.23
29.36
37.98
Category Worst
-4.75
-8.62
-11.71
-17.34
-17.06
1.8
4.83
-19.05

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
--

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
EquityReliance IndustrPetroleum Products9.4716000025.12
EquityNTPCPower6.8955500018.29
EquityB P C LPetroleum Products5.2136000013.82
EquityH P C LPetroleum Products5.0827000013.47
EquityGAIL (India)Gas4.8775000012.91
EquityPower Grid CorpnPower4.4945000011.90
EquityGE Vernova T&DElectrical Equipment3.903300010.33
EquitySiemensElectrical Equipment3.813300010.10
EquityA B BElectrical Equipment3.51180009.30
EquityLarsen & ToubroConstruction3.23210008.57
EquityI O C LPetroleum Products2.824500007.49
EquityTata Power Co.Power2.151500005.69
EquityCESCPower2.083300005.52
EquityKalpataru Proj.Construction2.04450005.41
EquityGulf Oil Lubric.Petroleum Products2.04450005.40
EquityLinde IndiaChemicals & Petrochemicals2.0390655.39
EquityKEI IndustriesIndustrial Products2.02120005.35
EquityCummins IndiaIndustrial Products2.01120005.32
EquityPetronet LNGGas1.931800005.11
EquityO N G COil1.812000004.80
EquityNHPC LtdPower1.796000004.75
EquityEmmvee Photovol.Electrical Equipment1.712361184.54
EquityWaaree EnergiesElectrical Equipment1.68150004.45
EquityPower Fin.Corpn.Finance1.671250004.44
EquityVikram SolarElectrical Equipment1.671863454.43
EquityCoal IndiaConsumable Fuels1.501000003.99
EquityTorrent PowerPower1.48300003.92
EquityExide Inds.Auto Components1.23900003.25
EquityThermaxElectrical Equipment1.14100003.02
EquitySuzlon EnergyElectrical Equipment0.995000002.63
EquityV-Guard IndustriConsumer Durables0.93750002.46
EquityM R P LPetroleum Products0.861500002.28
EquityNLC IndiaPower0.85900002.25
EquityACME Solar Hold.Power0.78876212.08
EquityHavells IndiaConsumer Durables0.59110001.56
EquityOswal PumpsIndustrial Products0.32161930.85
EquityGuj.St.PetronetGas0.23200000.61

Invest wise with Expert advice

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

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.):
5,88,198.61
Trustee/s:
Kotak Mahindra Trustee Co, Mr. Balan Wasudeo, Mr. Chandrashekhar Sathe, Mr. Noshir Dastur, Mr. Arun Palkar
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:
Harsha Upadhyaya
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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