Kotak Energy Opportunities Fund
Kotak Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
37
Concentrated
Top 10 weight
50%
Concentration
Active share
86%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
13Sectors
18High-conviction bets
25%Top sector wt.
-Cash
Market-cap allocation
Large cap54%
Mid cap25%
Small cap15%
Asset allocation
Asset mix not available.
Top holdings
NTPC LTDEQUITY
9.5%5.7%
Triparty RepoCASH_EQUIVALENT
5.4%RELIANCE INDUSTRIES LTD.EQUITY
4.9%ABB India Ltd.EQUITY
4.8%Siemens Ltd.EQUITY
4.7%4.6%
4.3%
GAIL (India) Ltd.EQUITY
4.3%Larsen and Toubro Ltd.EQUITY
4.1%3.5%
3.1%
Petronet LNG Ltd.EQUITY
3.0%2.9%
Tata Power Company Ltd.EQUITY
2.8%CESC Ltd.EQUITY
2.4%Linde India Ltd.EQUITY
2.4%KEI Industries Ltd.EQUITY
2.3%2.2%
2.0%
Cummins India Ltd.EQUITY
2.0%Torrent Power LtdEQUITY
1.9%NHPC Ltd.EQUITY
1.8%WAAREE ENERGIES LIMITEDEQUITY
1.7%Coal India LimitedEQUITY
1.7%1.4%
VIKRAM SOLAR LIMITEDEQUITY
1.3%Exide Industries Ltd.EQUITY
1.3%REC LTDEQUITY
1.1%1.1%
ACME SOLAR HOLDINGS LTD.EQUITY
0.9%V-Guard Industries Ltd.EQUITY
0.9%Thermax Ltd.EQUITY
0.7%0.5%
Havells India Ltd.EQUITY
0.5%Suzlon Energy Ltd.EQUITY
0.4%OSWAL PUMPS LTDEQUITY
0.3%Net Current Assets/(Liabilities)CASH_EQUIVALENT
0.0%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Concentrated in Power - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
25.2%
21.7%
17.2%
7.3%
7.0%
4.6%
2.6%
2.4%
2.0%
1.7%
1.3%
1.3%
0.5%