← Equity: Thematic-Energy
Start this SIP →
Kotak Mahindra Mutual Fund · Equity: Thematic-Energy
Kotak Energy Opportunities Fund-Regular-Growth
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. However, there is no assurance that the objective of the scheme will be achieved.
EquityBenchmark · Nifty Energy TRITER · 2.60%Inception · 25-04-2025
NAV
₹10.14
+0.19% · as of 12-10-2026
Since inception
0.83%
CAGR
Benchmark (inception)
17.46%
CAGR
Fund size
₹263 Cr
AUM
Expense ratio
2.60%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.83% CAGR vs benchmark +17.46%.
Portfolio
Where the money is invested
Top holdings
NTPC LIMITED EQ8.69%
RELIANCE INDUSTRIES LIMITED EQ7.10%
GE T&D INDIA LIMITED EQ NEW RS. 2/-5.42%
BHARAT PETROLEUM CORPORATION LTD. EQ4.66%
ABB INDIA LIMITED EQ NEW RS. 2/-4.63%
GAIL (INDIA) LIMITED EQ4.44%
SIEMENS LIMITED EQ NEW FV RS.2/-4.34%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.09%
THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-3.81%
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ3.46%
Sector allocation
Oil, Gas & Consumable Fuels29.52%
Capital Goods24.86%
Power24.03%
Construction7.10%
Financial Services2.60%
Chemicals2.42%
Automobile and Auto Components1.57%
Consumer Durables1.29%
Fast Moving Consumer Goods0.55%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.8% p.a.₹10,000
10 years
Projected value
₹12,51,621
Invested: ₹12,00,000
Gained: ₹51,621
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Mandar Pawar & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153449
ISIN (Growth)
INF174KA1WA6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Energy funds
DSP Natural Resources And New Energy Reg Gr
₹102.37
1Y
+10.1%
3Y
+16.3%
5Y
+12.5%
ICICI Prudential Energy Opportunities Fund Gr
₹11.12
1Y
+9.2%
3Y
+0.0%
5Y
+0.0%
Tata Resources & Energy Reg Gr
₹46.44
1Y
+2.3%
3Y
+12.5%
5Y
+8.6%
SBI Energy Opportunities Reg Gr
₹10.48
1Y
-0.1%
3Y
+0.0%
5Y
+0.0%
Baroda BNP Paribas Energy Opportunities Fund Reg Gr
₹11.01
1Y
-2.2%
3Y
+0.0%
5Y
+0.0%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.