EnergyAvoid

Kotak Energy Opportunities

Kotak · Direct–Growth · rank #5 / 6 Smart Score ke hisaab se

Data updated 24 Jul 2026

Kotak Energy Opportunities ka score 40/100 hai — 6 mein #5 Energy fund (Avoid). Mazbooti: utaar-chadhaav (category mein 92th percentile). Kamzori: fund size (category mein 8th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)

1 saal

3.1%

+4.2% index ke muqable

3 saal

—

5 saal

—

Launch se

5.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2026

4.1%

Risk metrics

Sharpe ratio

-0.04

↑ jitna zyada, utna accha

Sortino ratio

-0.06

↑ jitna zyada, utna accha

Std deviation

14.22

↓ jitna kam, utna accha

Alpha

-0.01

↑ jitna zyada, utna accha

Beta

0.84

≈1 yaani market ke saath

Isi category ke aur funds

DSP Natural Resources And New Energy

3 saal 21.1%

ICICI Prudential Energy Opportunities

3 saal —

Baroda BNP Paribas Energy Opportunities

3 saal —

Tata Resources & Energy

3 saal 18.7%

Research aur education ke liye — investment advice nahi.

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