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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)

229

Invest wise with Expert advice

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Kotak Energy Opportunities Fund Regular G - Nav Details

Nav Date

:  30-Oct-2025

NAV [Rs.]

:  10.51

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
1.9
3.6
3.32
5.26
-
-
-
5.26
Category Avg
0.84
4.53
3.84
10
4.79
19.28
23.13
15.58
Category Best
3.36
8.58
11.66
22.1
21.29
33.44
36.26
46.91
Category Worst
-1.37
0.08
-4.43
-2.12
-13.12
3.16
11.19
-19.8

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
Exide Inds.90,000
M R P L1,80,000

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
EquityNTPCPower8.2555500018.89
EquityReliance IndustrPetroleum Products8.0413500018.41
EquityGAIL (India)Gas5.7775000013.22
EquityPower Grid CorpnPower5.5145000012.61
EquityB P C LPetroleum Products4.4530000010.18
EquitySiemensElectrical Equipment4.10300009.38
EquityA B BElectrical Equipment4.07180009.32
EquityGE Vernova T&DElectrical Equipment3.49270007.99
EquityH P C LPetroleum Products3.491800007.98
EquityTata Power Co.Power3.051800006.99
EquityLarsen & ToubroConstruction2.88180006.58
EquityVikram SolarElectrical Equipment2.571863455.88
EquityPower Fin.Corpn.Finance2.241250005.12
EquityPetronet LNGGas2.191800005.01
EquityWaaree EnergiesElectrical Equipment2.18150004.99
EquityLinde IndiaChemicals & Petrochemicals2.1779654.97
EquityKEI IndustriesIndustrial Products2.13120004.87
EquityO N G COil2.092000004.79
EquityCummins IndiaIndustrial Products2.06120004.71
EquityCoal IndiaConsumable Fuels1.701000003.89
EquityNHPC LtdPower1.704500003.88
EquityKalpataru Proj.Construction1.64300003.76
EquityTorrent PowerPower1.60300003.65
EquityGulf Oil Lubric.Petroleum Products1.59300003.63
EquityExide Inds.Auto Components1.54900003.51
EquityCESCPower1.271800002.91
EquityThermaxElectrical Equipment1.2590002.85
EquityV-Guard IndustriConsumer Durables1.23750002.81
EquitySuzlon EnergyElectrical Equipment1.205000002.75
EquityNLC IndiaPower1.12900002.56
EquityACME Solar Hold.Power1.06876212.42
EquityM R P LPetroleum Products1.041800002.39
EquityHavells IndiaConsumer Durables0.72110001.65
EquityGuj.St.PetronetGas0.27200000.61
EquityOswal PumpsIndustrial Products0.1650020.36

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.):
5,66,981.81
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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