Kotak Energy Opportunities Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
6M Returns
4.16%
Expense Ratio
0.89%
as of 01/02/2026
AUM
₹22.26 Cr
Qtr End: Dec 25
NAV
₹10.481
as of 02/03/2026
6M Returns
4.16%
Expense Ratio
0.89%
as of 01/02/2026
AUM
₹22.26 Cr
Qtr End: Dec 25
NAV
₹10.481
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹10.5k
Abs. Returns4.6%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.58% | 10.74% | 16.29% |
| 6M | 4.16% | 8.50% | 13.36% |
| 1Y | N/A | N/A | N/A |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 03/04/2025
- Fund Age
- 0.9 years
- Minimum Investment
- ₹100
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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