36
EnergyAvoid
Kotak Energy Opportunities
Kotak · Direct–Growth · rank #5 of 6 by Smart Score
Data updated
Trailing returns
1 Year
6.9%
+3.9% vs index
3 Years
—
5 Years
—
Since launch
5.7%
Year-by-year performance
2026
+4.6%+6.7% vs index
Why this score
Kotak Energy Opportunities scores 36/100 — #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.
Volatility13.78 · 92nd percentile in category
Fund size272.87 Cr · 8th percentile in category
Sharpe ratio-0.06 · 25th percentile in category
Sortino ratio-0.08 · 25th percentile in category
Alpha-0.55 · 25th percentile in category
1Y return6.94% · 25th percentile in category
Top holdings
1.NTPC Ltd7.57%
2.GAIL (India) Ltd7.56%
3.Reliance Industries Ltd7.12%
4.ABB India Ltd4.76%
5.GE T&D India Ltd4.71%
38 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.