38
EnergyAvoid
Kotak Energy Opportunities
Kotak · Direct–Growth · rank #5 of 6 by Smart Score
Data updated
Trailing returns
1 Year
3.9%
+6.0% vs index
3 Years
—
5 Years
—
Since launch
5.5%
Year-by-year performance
2026
+4.6%+8.2% vs index
Why this score
Kotak Energy Opportunities scores 38/100 — #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.
Volatility13.80 · 92nd percentile in category
Fund size274.55 Cr · 8th percentile in category
Sharpe ratio-0.07 · 25th percentile in category
Sortino ratio-0.09 · 25th percentile in category
Alpha0.49 · 25th percentile in category
Expense ratio1.11% · 42nd percentile in category
Top holdings
1.GAIL (India) Ltd7.42%
2.Reliance Industries Ltd6.98%
3.GE T&D India Ltd5.34%
4.ABB India Ltd5.01%
5.Petronet LNG Ltd4.93%
40 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.