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Kotak Energy Opportunities Fund
Fund Overview
| Expense ratio | 0.93% as on Aug 31, 2025 |
| Exit load | 1.0% |
| AUM (Fund size) | ₹208 Cr |
| Lock-in Period | Nil |
| Age | 5 m since Apr 03, 2025 |
| Benchmark | NIFTY Energy TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Energy Opportunities Fund | 2.06% | N.A. | N.A. | N.A. | N.A. | N.A. |
| DSP Natural Resources and New Energy Fund | 5.1% | 8.67% | -6.0% | 24.52% | 28.08% | 20.16% |
| Tata Resources & Energy Fund | 1.86% | 7.9% | -2.99% | 20.49% | 24.31% | 18.05% |
| Baroda BNP Paribas Energy Opportunities Fund | 2.43% | 5.88% | 13.03% | 4.17% | 2.48% | 1.23% |
| SBI Energy Opportunities Fund | 3.05% | 6.95% | -12.76% | 1.41% | 0.85% | 0.42% |
| ICICI Prudential Energy Opportunities Fund | 3.24% | 8.16% | -1.92% | 0.63% | 0.38% | 0.19% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Energy Opportunities Fund | N.A. | N.A. | N.A. | N.A. |
| DSP Natural Resources and New Energy Fund | 15.94 | 0.61 | 0.81 | 1.31 |
| Tata Resources & Energy Fund | 15.43 | 0.60 | 0.75 | 1.25 |
| Baroda BNP Paribas Energy Opportunities Fund | N.A. | N.A. | N.A. | N.A. |
| SBI Energy Opportunities Fund | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Energy Opportunities Fund | N.A. | N.A. | N.A. | N.A. |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Energy Opportunities Fund | 208 Cr | 5 m | 0.93% |
| DSP Natural Resources and New Energy Fund | 1,292 Cr | 12 yrs 8 m | 0.96% |
| Tata Resources & Energy Fund | 1,156 Cr | 9 yrs 9 m | 0.54% |
| Baroda BNP Paribas Energy Opportunities Fund | 719 Cr | 8 m | 0.7% |
| SBI Energy Opportunities Fund | 9,412 Cr | 1 yrs 7 m | 0.88% |
| ICICI Prudential Energy Opportunities Fund | 10,123 Cr | 1 yrs 2 m | 0.53% |