Kotak Energy Opportunities Fund-Regular-Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Energy |
| Launch Date: 25-04-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY Energy TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 171 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - |
10.193
-0.08 (-0.7554%)
1.76%
Benchmark: 18.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Energy TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Energy Opportunities Fund-Regular-Growth | 25-04-2025 | - | - | - | - | - |
| Tata Resources & Energy Fund-Regular Plan-Growth | 28-12-2015 | 5.0 | 22.18 | 17.75 | 26.31 | - |
| SBI Energy Opportunities Fund - Regular Plan - Growth | 05-02-2024 | -1.39 | - | - | - | - |
| DSP Natural Resources And New Energy Fund - Regular - Growth | 25-04-2008 | -2.77 | 23.07 | 18.9 | 28.82 | 16.84 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
