Kotak Mahindra Mutual Fund Launches Kotak Energy Opportunities Fund NFO
Kotak Mahindra Mutual Fund has launched a new fund offer (NFO) under the sectoral category, which is Kotak Energy Opportunities Fund. This open-ended scheme has the objective of providing long-term capital appreciation by investing predominantly in equity and equity-related instruments of firms involved in energy and energy-related activities.
Investment Strategy
The fund is adopted on an active investment management basis, which permits flexibility to invest in different sectors directly or indirectly associated with the traditional as well as emerging energy industries.
Asset Allocation
A large percentage of the portfolio will be invested in equity and equity-related instruments of firms that conduct business in the energy industry.
Who Should Invest?
Investors with an extremely high risk appetite and an investment horizon of five to seven years can opt for this fund. It is appropriate for investors seeking exposure to the energy sector while being ready for any market variation.
Risk Factor
The risk grade of the scheme is very high, and hence, it is appropriate for aggressive investors.
Benchmark and Fund Management
The performance of the fund will be compared with the Nifty Energy Index TRI. The fund will be handled by experts such as Harsha Upadhyaya, Mandar Pawar, and Abhishek Bisen.
NFO Period and Investment Details
The subscription period of NFO is April 03 to April 17, 2025. After allotment, the scheme will be reopened for continuous sale and repurchase within five working days. Systematic Investment Plans (SIPs) and Systematic Withdrawal Plans (SWPs) can be availed of by investors for a systematic investment strategy. A minimum investment of Rs.100 is required, and further investments can be made in multiples of any amount.
This sector fund offers investors the chance to invest in the changing energy sector, which makes it suitable for those who want to diversify their portfolios with businesses related to energy.
