Kotak Energy Opportunities Fund · Regular · Growth
NAV
₹10.5620
as of 15 Jul 2026
Expense Ratio
2.42%
AUM
₹264 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.71%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.06%
SIP returns (XIRR)
- 1Y
- +3.83%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.70%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.08
Sharpe Ratio
-0.01
Alpha
0.19
Beta
-0.08
Sortino
14.26%
Std Dev
-9.91%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Ntpc Ltd9.54%
- 2Ge Vernova T&D India Limited5.72%
- 3Reliance Industries Ltd.4.89%
- 4Abb India Ltd.4.83%
- 5Siemens Ltd.4.70%
- 6Bharat Petroleum Corporation Ltd.4.63%
- 7Power Grid Corporation Of India Ltd.4.30%
- 8Gail (India) Ltd.4.26%
- 9Larsen And Toubro Ltd.4.07%
- 10Hindustan Petroleum Corporation Ltd.3.50%
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 ₹264 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