Kotak Energy Opportunities Fund-Regular-IDCW-Payout & Reinvestment
-
-
-
-
3.26
Nifty Energy TRI
-15.0
14.14
21.56
17.29
18.38
Equity: Thematic-Energy
-2.95
22.88
25.46
16.7
9.83
Yearly Performance (%)
Nav Movement
Fund Managers
FM 1 Mr. Harsha Upadhyaya
FM 2 Mr. Mandar Pawar
FM 3 Mr. Abhishek Bisen
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.
Returns Calculator for
Kotak Energy Opportunities Fund-Regular-IDCW-Payout & Reinvestment
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Kotak Energy Opportunities Fund-Regular-IDCW-Payout & Reinvestment
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Kotak Energy Opportunities Fund-Regular-IDCW-Payout & Reinvestment