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NFO Monitor

Fund Fact

Name of Funds:

Kotak Energy Opportunities

Opening:

3rd April 2025

Closing:

17th April 2025

Minimum Investment:

Rs. 100/- and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment

Fund Stats

Objective:

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Energy and Energy related activities.

Benchmark:

NIFTY ENERGY

Fund Manager:

Harsha Upadhyaya, Mandar Pawar, Abhishek Bisen

Asset Allocation

80-100 % Equity upto 20% Debt

upto 20% Money Market upto 10% Others

Comparable existing schemes

SBI Energy Opportunities Fund	-15.14(6M)	-6.04(1Y)
ICICI Prudential Energy Opportunities Fund	-7.37(M)	Not Available

Fund Prognosis

Idea Distiller

Petroleum, Gas, Power!!!! Would these industry segments become the favoured equity child soon. Kotak AMC thinks so.

Fund House AAUM:
Rs 48712127.34 Lakhs(as on 31st March, 2025)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

In a field dominated by a super heavyweight and other heavyweights, how much upside can one expect?? Not for me.

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