
Kotak Energy Opportunities Fund(G)-Direct Plan
+2.30%
1Y annualised
+2.30%
1Y annualised
-2.31% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹10.56
Min. SIP amount
₹100
Fund size (AUM)
274 Cr
Expense ratio
0.89%
Launched on
25 Apr 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹10.56
Min. SIP amount
₹100
Fund size (AUM)
274 Cr
Expense ratio
0.89%
Launched on
25 Apr 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
49.76%
Mid Cap
25.15%
Small Cap
17.08%
Others
8.00%
Sector Allocation
Capital Goods
19.51%
Power
19.25%
Crude Oil
16.68%
Gas Transmission
7.42%
Infrastructure
7.04%
Inds. Gases & Fuels
7.04%
Automobile & Ancillaries
5.21%
Electricals
5.05%
Others
12.36%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Mandar Pawar
Present
Abhishek Bisen
Present
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FAQs
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