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Kotak Energy Opportunities

Kotak Energy Opportunities

All Cap
Energy & Utilities
Equity
India Growth
Others
Emotionally driven
Investor Profile
1–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
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Kotak Energy Opportunities Fund Growth focuses on Indian energy and power companies for growth.

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What This Strategy Does

Kotak Energy Opportunities Reg Gr is an equity fund which captures India's ₹6 trillion energy and industrials opportunity through a concentrated portfolio deploying capital across utilities, industrials, and energy to achieve broad-based earnings growth.

CW Expert Research Notes

Performance and Risk Analysis

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

Fund Performance

Fund Performance

-4.6% AnnuallyAlpha
+0.0% vs +0.0% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Kotak Energy Opportunities
Benchmark Index
Fund Performance

Benchmark Performance Comparison

Kotak Energy Opportunities Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile

Risk Profile

Standard Deviation18.8%
Sharpe Ratio0.20
Beta0.87

Detailed Risks

Market Risk

Potential global recession could dampen energy demand, impacting fund holdings.

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

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

Core Investment Theme

Core Investment Theme

Provides concentrated exposure to India's energy and utilities sectors—industries powering the nation's economic growth. This theme captures the structural demand tailwinds from industrialization, urbanization, and rising household incomes.

Broader Market View

Market Outlook

The global economy faces headwinds from elevated inflation and tightening monetary policies. However, opportunities exist in sectors poised to benefit from secular trends like digitalization and sustainability.

Why This Strategy is Attractive Now

This strategy aims to capitalize on long-term structural growth drivers while mitigating risks through diversification. Its focus on quality companies with sustainable competitive advantages could provide resilience during market volatility.

Investment Style & Process

Investment Style

The portfolio exhibits characteristics of a Quality Growth approach, emphasizing companies with durable competitive advantages, consistent earnings growth, and reasonable valuations relative to their growth prospects.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth strategy may offer an attractive combination of resilience and return potential by focusing on businesses with pricing power, recurring revenue streams, and strong balance sheets.

High-Level Investment Process

Sourcing: The strategy appears to source investment ideas from a broad universe of companies across market capitalizations and sectors, with a preference for those demonstrating sustainable competitive advantages, strong management teams, and attractive growth prospects. Selection: The selection process suggests an emphasis on fundamental analysis, including evaluating a company's business model, financial strength, and valuation relative to its growth potential. Companies exhibiting consistent profitability, high returns on capital, and reasonable valuations may be favored. Construction: The portfolio construction process is consistent with a diversified, multi-cap approach aimed at managing risk while providing exposure to quality growth opportunities across sectors and market capitalizations.
Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services3.32%
Energy & Infra23.79%
Utilities27.5%
Technology5.91%
Capital Goods36.62%
Consumers2.85%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
GAIL (India) LtdUtilities7.42%
Reliance Industries LtdEnergy & Infra6.98%
GE Vernova T&D India LtdCapital Goods5.34%
ABB India LtdCapital Goods5.01%
Petronet LNG LtdEnergy & Infra4.93%
Siemens LtdCapital Goods4.84%
NTPC LtdUtilities4.47%
Bharat Petroleum Corp LtdEnergy & Infra4.25%
Larsen & Toubro LtdCapital Goods3.98%
Tata Power Co LtdUtilities3.41%

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

Lead Portfolio Manager

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

AB
Abhishek Bisen
Co-Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 462 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

CW Expert Take
CW Expert Take

Kotak brings banking-grade risk assessment to fund management. Their strength is in identifying mispriced opportunities while maintaining portfolio quality. The equity teams focus on sustainable business models, while their debt strategies emphasize credit selection and liquidity management—reflecting the parent group's risk culture.

Team

44 years

Combined Team Experience

AUM

₹ 78,730 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCKotak Mahindra Asset Management Co Ltd
Total AUM₹5,80,249.31 Cr

Investment Philosophy & Approach

Focused Approach

Focused Approach

Kotak AMC follows a focused investment approach in the energy sector.

Disciplined Process

Disciplined Process

The fund house employs a disciplined investment process and risk management.

Long-Term Mindset

Long-Term Mindset

Kotak AMC maintains a long-term capital allocation mindset for investments.

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

INF174KA1WA6
verified
ISIN
DailyDealing Frequency
Nifty Energy TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)
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