Minimum Investment Rs. 100: Kotak Energy
Opportunities Fund
What is Kotak Energy Opportunities Fund?
Kotak Energy Opportunities Fund is An open-ended equity scheme following Energy
theme.
Investment objective:
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.
India is the Fastest Growing Energy Consumer of the World
Increase in Electricity Demand by EVs and Data Centers
Name of the scheme:
Kotak
Energy Opportunities Fund
Category of the Scheme:
Equity
Schemes –Thematic Fund
Type of Scheme:
An
open-ended equity scheme following Energy theme
Benchmark:
Benchmark-
NIFTY Energy Index TRI
Minimum Amount for Application in the NFO of
Scheme:
Initial Purchase (Non SIP): Rs. 100/- and any amount thereafter
Additional
Purchase (Non SIP): Rs. 100/- and any amount thereafter SIP Purchase: Rs. 100/-
and any amount thereafter
Exit Load:
For redemption / switch out of upto 10% of the initial investment amount
(limit) purchased or switched in within 1 year from the date of allotment: Nil.
If units redeemed or switched out are in excess of the limit within 1 year from
the date of allotment: 1% If units are redeemed or switched out on or after 1
year from the date of allotment: NIL.
Fund Manager(s)
Mr.
Harsha Upadhyaya and Mr. Mandar Pawar will be co- managers for Equity and
Overseas investment of the Scheme. Mr. Abhishek Bisen will be the Fund Manager
for debt investment of the Scheme.
For more details and Investing
S.Sridharan, Founder, https://www.walletwealth.co.in/
If you need any advice on investments, do call us at 9940116967.
Team Wallet Wealth,
AMFI Registered Mutual Fund Distributor
2nd Floor, No.8A, 2nd Main Road,
Nanganallur,
Chennai – 600 061
Ph: 044-48612114
https://www.walletwealth.co.in/
Email id: sridharan@walletwealth.co.in
You can contact Mr.S.Sridharan for all types of investments
including mutual fund investment, medical insurance, and life insurance.
Read articles written by Mr. S. Sridharan in Nanayam Vikatan, a
leading personal financial management magazine.
https://www.vikatan.com/author/855-sridharan-s
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
