NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.62
-0.01%
NAV as on 31 Mar 26, 12:00 AM
risk
thematic energy
equity
NAV as on 31 Mar 26, 12:00 AM
risk
thematic energy
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-3.84%p.a.
Since Inception
About Kotak Energy Opportunities Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Energy Opportunities Fund - Growth scheme from Kotak Mahindra Asset Management Company Limited. It is a Thematic - Energy mutual fund scheme that predominantly invests in Thematic - Energy stocks of companies. Launched on Apr 2025, Kotak Energy Opportunities Fund - Growth is Thematic - Energy fund of its category with 279.6 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Thematic - Energy funds.
- Kotak Energy Opportunities Fund - Growth delivered 0.0% annual returns during the last year. It has delivered -3.8% average annual returns since the fund was launched.
- Kotak Energy Opportunities Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
Petronet LNG Ltd
2.13%
Power Finance Corporation Ltd
1.85%
Power Grid Corporation of India Ltd
4.27%
Ratnamani Metals & Tubes Ltd
0.06%
Reliance Industries Ltd
7.98%
Siemens Ltd
4.03%
Suzlon Energy Ltd
0.76%
Tata Power Company Ltd
2.03%
Thermax Ltd
1.12%
Torrent Power Ltd
2.02%
Fund Managers
- Abhishek Bisen (Apr 2025 - Present)
- Harsha Upadhyaya (Apr 2025 - Present)
- Mandar Pawar (Apr 2025 - Present)
Key Information
View Scheme Document
Kotak Energy Opportunities Fund - Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Kotak Energy Opportunities Fund - Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Energy Opportunities Fund - Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Energy Opportunities Fund - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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