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Kotak Energy Opportunities Fund-Direct-Growth is an equity scheme managed by Kotak Mahindra Mutual Fund. The total expense ratio is 0.90% on assets of ₹276Cr. The fund is currently managed by Mr. Mandar Pawar, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
What an investor SIPping into this fund actually got during named market shocks.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| NTPC LIMITED | Utilities | 9.62% |
| RELIANCE INDUSTRIES LIMITED | Energy | 5.18% |
| BHARAT PETROLEUM CORPORATION LTD. | Energy | 4.89% |
| ABB INDIA LIMITED | Industrials | 4.71% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 4.61% |
| SIEMENS LIMITED | Industrials | 4.55% |
| GAIL (INDIA) LIMITED | Utilities | 4.43% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.92% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 3.25% |
| INDIAN OIL CORPORATION LIMITED | Energy | 3.09% |
| PETRONET LNG LIMITED | Energy | 2.70% |
| CESC LIMITED | Utilities | 2.44% |
| LINDE INDIA LIMITED | Basic Materials | 2.40% |
| CUMMINS INDIA LIMITED | Industrials | 2.29% |
| TORRENT POWER LIMITED | Utilities | 2.26% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 2.17% |
| KEI INDUSTRIES LIMITED | Industrials | 2.11% |
| NLC INDIA LIMITED | Utilities | 2.06% |
| NHPC LIMITED | Utilities | 1.81% |
| COAL INDIA LTD | Energy | 1.74% |
| WAAREE ENERGIES LIMITED | Technology | 1.69% |
| POWER FINANCE CORPORATION LTD. | Financial Services | 1.46% |
| VIKRAM SOLAR LIMITED | Technology | 1.43% |
| THERMAX LIMITED | Industrials | 1.33% |
| EXIDE INDUSTRIES LIMITED | Consumer Cyclical | 1.17% |
| Sector | Holdings | Weight |
|---|---|---|
| Oil, Gas & Consumable Fuels | — | 28.52% |
| Power | — | 26.10% |
| Capital Goods | — | 25.37% |
| Construction | — | 6.63% |
| Financial Services | 2 | 2.61% |
| Chemicals | — | 2.40% |
| Consumer Durables | — | 1.39% |
| Automobile and Auto Components | — | 1.17% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
Top-10 weight 48.3% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.