EnergyAvoid

Kotak Energy Opportunities

Kotak · Direct–Growth · rank #5 of 6 by Smart Score

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Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

3.9%

+3.4% vs index

3 Years

—

5 Years

—

Since launch

6.8%

Year-by-year performance

last entry = YTD

2026

+5.1%+6.8% vs index

Why this score

Kotak Energy Opportunities scores 40/100 — #5 of 6 Energy fund (Avoid). It stands out for volatility — beating 92% of peers on volatility. The main drag is its fund size (better than only 8% of peers).

Each bar shows the fund's percentile vs Energy peers — a longer bar beats more of the category.

Volatility14.28 · 92nd percentile in category

Fund size273.46 Cr · 8th percentile in category

Sharpe ratio0.02 · 25th percentile in category

Sortino ratio0.02 · 25th percentile in category

Alpha-0.33 · 25th percentile in category

Expense ratio1.08% · 58th percentile in category

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Tata Resources & Energy

3Y 18.8%