What is the NAV and return history of Kotak Energy Opportunities Fund Regular Idcw?

As of 22 Sept 2025, the NAV of Kotak Energy Opportunities Fund Regular Idcw is Rs 99.67. The fund has returned 22.40% over 1 year, 19.65% annualised over 3 years, 24.18% annualised over 5 years, and 19.84% annualised since inception. These returns rank the fund 8th, 4th, 3rd, and 2nd respectively against its category peers over the corresponding periods.

What is the expense ratio of Kotak Energy Opportunities Fund Regular Idcw?

The expense ratio for the Direct Plan of Kotak Energy Opportunities Fund Regular Idcw is 0.62%, compared to 1.31% for the Regular Plan and a category average of 0.84%. A lower expense ratio means a larger share of the fund's returns is passed on to the investor rather than being absorbed as a management fee.

Who manages Kotak Energy Opportunities Fund Regular Idcw?

Kotak Energy Opportunities Fund Regular Idcw is managed by Abhishek Bisen, Chief Investment Officer, Mr.Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek 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.

What is the exit load on Kotak Energy Opportunities Fund Regular Idcw?

Kotak Energy Opportunities Fund Regular Idcw charges an exit load of 1% if units are redeemed within 365 days of investment. No exit load applies if units are held beyond 365 days.

What is the risk level of Kotak Energy Opportunities Fund Regular Idcw?

Kotak Energy Opportunities Fund Regular Idcw is classified as Very High risk, as per SEBI's mandated riskometer for mutual funds. This risk classification reflects the fund's predominantly equity-oriented portfolio and is typical for Flexi Cap category funds, which invest across large cap, mid cap, and small cap stocks without market capitalisation restrictions.

How can I invest in Kotak Energy Opportunities Fund Regular Idcw through Chola Securities?

You can invest in Kotak Energy Opportunities Fund Regular Idcw through the Chola Securities app or web platform by starting a SIP or making a lumpsum investment directly from this fund's page. The process is fully paperless and requires an active demat account and completed KYC.

kotak energy opportunities fund regular idcw

Risk : Very High

1Y return

Fund Size

Holding ()

Name	Sector	Instrument	Assets

Period	Fund	Category Avg.	Rank

The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be achieved.

Direct Plan2.6%

Regular Plan2.1%

Category Average2.46%

Exit LoadFor 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

Expense ratio is the annual fee charged by the AMC to manage your investment. A lower expense ratio means more of your money stays invested.

AB

Abhishek Bisen

FUND MANAGER Mr.Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek 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.