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Kotak Energy Opportunities Fund - Direct Plan - Growth

Sectoral/Thematic
Very High Risk
Rs 10.34  
-0.67
  |  
 NAV as on Sep 22, 2025
Benchmark
Nifty Energy Total Return
Expense Ratio
0.93%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 208 Crores
Exit Load
1.00%
Min. Investment
Rs 100

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Kotak Energy Opportunities Fund - Direct Plan - Growth Fund Details

Investment Objective - 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.

Return Since Launch
3.18%
Launch Date
Apr 3, 2025
Type
Open Ended
Riskometer
Very High

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)-0.482.021.48NANANANANA3.18
Category Average (%)0.121.883.7611.49-1.0310.029.61NA15.54
Rank within Category473371646NANANANANA862

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
39.4729,8710.181.601.9910.251.6524.4033.55NA22.790.63
221.5714,734-0.780.66-2.096.38-6.3817.2221.0517.9327.560.96
26.4913,643NA1.494.0513.895.7924.34NANA23.160.74
11.3811,537-0.243.407.6515.380.88NANANA10.020.77
54.8511,520-0.891.25-3.365.08-9.9817.7321.57NA19.090.43
10.3510,1230.392.271.979.871.77NANANA2.990.53
150.869,6880.140.200.1111.024.1915.9723.5415.2223.761.01
10.749,4120.311.891.739.99-8.10NANANA4.690.88
48.038,3710.411.231.7613.929.5319.2324.6818.2116.020.77
577.418,357-0.10-0.752.406.271.0424.4919.0714.0737.530.89
View All
Sep 22, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹5,000 (+0.00%)

Fund Manager

Harsha Upadhyaya
Mandar Pawar
Abhishek Bisen

Mr. Harsha Upadhyaya Harsha completed his Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal and holds a Post Graduate Diploma in Management (Finance) from Indian Institute of Management, Lucknow. Harsha has over two decades of experience spread across equity research and fund management. He has previously worked with DSP BlackRock, UTI Asset Management, Reliance Group and SG Asia Securities.

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Here is the list of funds managed by Harsha Upadhyaya

Scheme Name(Growth Direct)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Flexi Cap96.6153,6262.1021.25
Equity - Large & Mid Cap398.0227,6550.0724.43
Equity - ELSS136.726,201-3.3222.91
Equity - Sectoral/Thematic20.552,4461.82NA
Equity - Sectoral/Thematic10.792,183NANA
Equity - Sectoral/Thematic18.84850-1.70NA
Equity - Sectoral/Thematic15.14601-5.90NA
Equity - Sectoral/Thematic10.34208NANA
View All
Sep 22, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
40.5572,2740.070.331.363.387.237.846.496.4811.640.44
161.5656,9880.311.465.4718.904.0922.6429.8319.9124.440.37
96.6153,6260.001.591.1812.042.1017.7221.2515.3619.510.59
5,398.3335,5710.100.481.453.316.947.085.706.2214.160.20
4,606.3034,6670.120.471.554.047.927.626.186.8012.750.24
398.0227,6550.382.053.4812.130.0719.8324.4317.1033.560.53
Sep 22, 2025
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