Kotak Energy Opportunities Fund - Regular Plan

Investment Strategy

• The scheme seeks 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.

Fund Manager

• Name

  Harsha Upadhyaya since 03-Apr-2025

• Education

  Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.

• Experience

  Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

• Interviews

  28-Feb-2025:'Expect reasonable returns from equities over 3-5 years'

  14-Feb-2024:'Our calls on certain sectors have not worked in the last year'

  25-Jan-2024:Fund manager, overseeing Rs 78,700 crore, defends Kotak Flexicap Fund's performance

  03-Apr-2023:"We are not momentum- or event-dependent portfolio managers"

  22-Jan-2018:It's not advisable to chase market momentum now

• Name

  Mandar Pawar since 03-Apr-2025

• Education

  Mr. Pawar has done B.Com and MMS

• Experience

  Prior to joining Kotak Mahindra Mutual Fund, he has worked with KR Choksey Securities and MF Global Sify Securities

• Name

  Abhishek Bisen since 03-Apr-2025

• Education

  Mr. Bisen is a BA and MBA in Finance.

• Experience

  Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Contact Information

• AMC

  Kotak Mahindra Asset Management Company Ltd

• Website

  https://www.kotakmf.com/

• Phone

  022-61152100 / 1800-22-2626

• Fax

  022-66384455

• Address

  The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla Complex Bandra (E) Mumbai - 400051

Registrar Agent

• Registrar & Transfer Agent

  Computer Age Management Services Ltd.

• Website

  www.camsonline.com

• Email

  [email protected]

• Phone

  1800-3010-6767 / 1800-419-7676

• Fax

  044-30407101

• Address

  7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Basic Details

• Fund House

  Kotak Mahindra Mutual Fund

• Issue Open

  03-Apr-2025

• Issue Close

  17-Apr-2025

• Type

  Open-ended

• Category

  Equity: Thematic-Energy

• Min. Investment(₹)

  100

• Plans

  Growth, IDCW

• Lock-in Period

  NA

• Exit Load

  For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year

• Riskometer

  Very High

• Benchmark

  NIFTY Energy TRI