Kotak Energy Opportunities Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
7.08%
Expense Ratio
0.89%
as of 01/03/2026
AUM
₹31.5 Cr
Qtr End: Jun 26
NAV
₹10.796
as of 02/09/2026
1Y Returns (CAGR)
7.08%
Expense Ratio
0.89%
as of 01/03/2026
AUM
₹31.5 Cr
Qtr End: Jun 26
NAV
₹10.796
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.10% | -4.33% | 11.18% |
| 6M | 4.07% | 8.30% | 16.56% |
| 1Y | 7.08% | 7.08% | 15.63% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 03/04/2025
- Fund Age
- 1.4 years
- Minimum Investment
- ₹100
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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