32
EnergyAvoid
Kotak Energy Opportunities
Kotak · Direct–Growth · rank #6 of 6 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
+4.4% vs index
3 Years
—
5 Years
—
Since launch
2.2%
Year-by-year performance
2026
+0.3%+6.3% vs index
Why this score
Kotak Energy Opportunities scores 32/100 — #6 of 6 Energy fund (Avoid). It stands out for volatility — beating 92% of peers on volatility. The main drag is its sharpe ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Energy peers — a longer bar beats more of the category.
Sharpe ratio-0.31 · 8th percentile in category
Volatility13.82 · 92nd percentile in category
Sortino ratio-0.42 · 8th percentile in category
Fund size263.48 Cr · 8th percentile in category
Alpha-1.16 · 25th percentile in category
Expense ratio1.11% · 42nd percentile in category
Top holdings
1.GAIL (India) Ltd7.4%
2.Reliance Industries Ltd6.73%
3.GE T&D India Ltd5.24%
4.Petronet LNG Ltd4.84%
5.Coal India Ltd4.82%
39 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.