Sectoral / Thematic · Equity

Kotak Energy Opportunities Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty Energy TRI

Riskometer

Very High

Size

₹262 cr

Allotted

25 Apr 2025

Holdings as of

Not on record

Kotak Energy Opportunities Fund is a sectoral / thematic fund of Kotak Mahindra Mutual Fund with ₹262 cr under management. It is ahead of its benchmark (Nifty Energy TRI) in 0 of 1 periods. Its direct plan charges 1.11% a year. Mandar Pawar has managed it for 1.5 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Energy Opportunities Fund beaten its benchmark?

Ahead of its benchmark, Nifty Energy TRI, in 0 of 1 periods in AMFI's figures; +1.03% over the last year against +3.14%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−3.13%	−3.60%	—
3 months	−2.70%	−5.03%	—
6 months	−2.10%	−1.83%	—
1 year	+1.97%	−4.06%	+6.03 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 2 May 2025	+3.07%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty Energy TRI) in 0 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+1.03%	−0.50%	+3.14%	−2.11	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

May 2025 to 14 Oct 2026

Fund 103Nifty 500 TRI 98

₹100 put in at the start of May 2025 would be ₹103 on 14 Oct 2026, against ₹98 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Energy Opportunities Fund cost?

1.11% a year on the direct plan, 2.60% on the regular plan; 68 of 174 funds in its category charge less.

Direct plan

1.11% a year

Category median 1.22%

Regular plan

2.60% a year

Category median 2.38%

Gap

1.49 points

for the same holdings

68 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Energy Opportunities Fund?

Mandar Pawar, since 25 Apr 2025; Abhishek Bisen, since 25 Apr 2025.

Mandar Pawar

1.5 years

since 25 Apr 2025

Abhishek Bisen

1.5 years

since 25 Apr 2025

Benchmark as filedNifty Energy TRI (Total Return Index)

Exit load

• For redemption / switch out within 90 days from the date of allotment: 0.5% • If units are redeemed or switched out on or after 90 days from the date of allotment - Nil

From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026

What does Kotak Energy Opportunities Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Kotak Energy Opportunities Fund?

Mandar Pawar (manager) since 25 Apr 2025; Abhishek Bisen (manager) since 25 Apr 2025.

What is the expense ratio of Kotak Energy Opportunities Fund?

1.11% a year on the direct plan and 2.60% on the regular plan (expense report, Oct 2026).