Kotak Mahindra Mutual Fund launches Kotak Energy Opportunities Fund

NFO period: 03^rd April - 17^th April, 2025

Highlights of the NFO:

• Scheme type - 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.


• Product suitability - This product is suitable for investors who are seeking long term capital growth Investment in portfolio of predominantly equity & equity related securities of companies engaged in Energy and Energy related activities.


• Minimum Application Amount - Rs. 100 and in multiples of Rs. 1/- thereafter.


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Mr. Harsha Upadhyaya, Mr. Mandar Pawar and Mr. Abhishek Bisen


• Benchmark - Nifty Energy Index TRI