EnergyAvoid

Kotak Energy Opportunities

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

Data updated 07 Sept 2026

Kotak Energy Opportunities ka score 36/100 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

8.1%

+5.3% index ke muqable

3 saal

—

5 saal

—

Launch se

6.3%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2026

5.4%

Risk metrics

Sharpe ratio

-0.02

↑ jitna zyada, utna accha

Sortino ratio

-0.02

↑ jitna zyada, utna accha

Std deviation

13.77

↓ jitna kam, utna accha

Alpha

-0.07

↑ jitna zyada, utna accha

Beta

0.83

≈1 yaani market ke saath

Isi category ke aur funds

DSP Natural Resources And New Energy

3 saal 20.2%

ICICI Prudential Energy Opportunities

3 saal —

Tata Resources & Energy

3 saal 16.1%

Baroda BNP Paribas Energy Opportunities

3 saal —

Research aur education ke liye — investment advice nahi.

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