Kotak Energy Opportunities Fund · Regular · Growth
NAV
₹10.6670
as of 31 Jul 2026
Expense Ratio
2.42%
AUM
₹268 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.16%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.24%
SIP returns (XIRR)
- 1Y
- +6.40%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.82%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.00
Sharpe Ratio
+0.01
Alpha
0.19
Beta
-0.00
Sortino
14.11%
Std Dev
-9.91%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Ntpc Ltd8.69%
- 2Reliance Industries Ltd.7.10%
- 3Ge Vernova T&D India Limited5.42%
- 4Bharat Petroleum Corporation Ltd.4.66%
- 5Abb India Ltd.4.63%
- 6Gail (India) Ltd.4.44%
- 7Siemens Ltd.4.34%
- 8Larsen And Toubro Ltd.4.09%
- 9Tata Power Company Ltd.3.81%
- 10Hindustan Petroleum Corporation Ltd.3.46%
Investment Objective
Kotak Energy Opportunities Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Kotak Energy Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹268 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Energy TRI (Total Return Index). The current expense ratio is 2.42%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations