New Fund Offer Updates

Company  Kotak Mahindra Asset Management Company Limited
Scheme Name  Kotak Energy Opportunities Fund-Reg(G)
Scheme Type  Open ended scheme
Theme  
Benchmark Index  NIFTY ENERGY - TRI
Fund Manager  Harsha Upadhyaya , Mandar Pawar
Category  Equity - Sectoral Fund - Energy & Power
Initial Offer Price ()  10
Minimum Investment ()  100
Additional Investment ()  100
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.
Max Entry Load%:  
Max Exit Load%:  0
Option Type  Growth, IDCW

Investment Pattern

TypeMinMax
Equity and Equity Related Securities of companies engaged in Energy (Traditional/New) and allied sectors & activities80100
Equity and Equity Related securities of companies other than those engaged in Energy and allied sectors & activities020
Debt and Money Market Securities020
Units of REITs & InvITs010

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RISK DISCLOSURES ON DERIVATIVES

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Source:

1. SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.