logo
logo
Kotak Energy Opportunities  IDCW-R

Kotak Energy Opportunities IDCW-R

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation19.2%
Sharpe Ratio-0.15
Beta0.88

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
GAIL (India) LtdUtilities7.40%
Reliance Industries LtdEnergy & Infra6.73%
GE Vernova T&D India LtdCapital Goods5.24%
Petronet LNG LtdEnergy & Infra4.84%
Coal India LtdEnergy & Infra4.82%
Siemens LtdCapital Goods4.65%
ABB India LtdCapital Goods4.61%
Bharat Petroleum Corp LtdEnergy & Infra4.13%
Triparty RepoUtilities4.12%
Tata Power Co LtdUtilities3.66%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

MP

Mandar Pawar

Mr. Mandar Pawar has experience of 22 years. Manages 12 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹239 Cr

Team

45 years

Combined Team Experience

AUM

₹ 78,730 Cr

Assets Under Management

AB
Abhishek Bisen
Co-Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

Firm OverviewFirm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.58%

iconRegulatory & Tax Information

INF174KA1WC2
verified
ISIN
DailyDealing Frequency
Nifty Energy TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
Let's Chat