Kotak Energy Opportunities Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
4.52%
Expense Ratio
0.89%
as of 01/03/2026
AUM
₹42.46 Cr
Qtr End: Mar 26
NAV
₹10.858
as of 03/06/2026
1Y Returns (CAGR)
4.52%
Expense Ratio
0.89%
as of 01/03/2026
AUM
₹42.46 Cr
Qtr End: Mar 26
NAV
₹10.858
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.67% | 20.01% | 20.49% |
| 6M | 6.83% | 14.12% | 19.30% |
| 1Y | 4.52% | 4.52% | 15.11% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 03/04/2025
- Fund Age
- 1.1 years
- Minimum Investment
- ₹100
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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