Kotak Energy Opportunities Fund Direct Growth

Kotak Energy Opportunities Fund Direct Growth is an equity fund. This fund was started on 25 April, 2025. The fund is managed by Harsha Upadhyaya, Abhishek Bisen. The fund could potentially beat inflation in the long-run.

1. Kotak Energy Opportunities Fund Direct Growth has ₹171 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.
   

Kotak Energy Opportunities Fund Direct Growth has given a CAGR return of 1.54% since inception.

Kotak Energy Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent. Its top holdings are

As it is a sector - energy mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Energy Opportunities Fund Direct Growth has no lock in period.