Kotak Energy Opportunities Fund
Direct · GrowthAI Summary
Kotak Energy Opportunities Fund delivered a 1Y SIP XIRR of 10.15%, trailing the category average SIP XIRR of 14.1% by about 4 percentage points. Against the NIFTY 50, the fund has outperformed over 1Y (7.92% vs -2.9% CAGR) with a strong alpha of 9.62%, though its alpha narrows over longer horizons and turns negative beyond 7 years. This suggests recent outperformance against the broad market, but limited long-term edge over the benchmark.
The fund shows low drawdown risk in the current window, with a maximum drawdown of just -0.096%, a 19-day recovery, and zero drawdown events exceeding 10%. Its beta of 0.78-0.87 and downside capture of 75-79% indicate it falls less than the NIFTY 50 in weak markets. The 1Y Calmar ratio of 0.67 reflects moderate risk-adjusted efficiency relative to its maximum drawdown.
As a sectoral energy fund, the portfolio is concentrated in the energy sector, spanning oil and gas, power, and related industries, which limits diversification by design. No individual holdings data was provided, so stock-level concentration cannot be assessed. Investors should expect the fund's fortunes to track the energy sector cycle rather than broad market trends.
The fund's 1Y SIP XIRR of 10.15% lags the category average of 14.1%, placing it below peers in the sectoral/thematic space. Its long-term lump-sum CAGRs of 0.55-2.79% across 3Y-15Y windows are modest, and alpha versus the NIFTY 50 declines steadily with horizon, turning negative from 7Y onward. This indicates inconsistent long-term performance relative to both peers and the benchmark.
This fund is suitable only as a satellite allocation for investors with high risk tolerance and conviction in the Indian energy sector's growth prospects. A horizon of at least 5-7 years is advisable given sector cyclicality, and it should not form a core holding. Investors seeking broad, consistent market returns would be better served by diversified equity funds.
- Strong 1Y alpha of 9.62% against the NIFTY 50, with the fund's 7.92% CAGR versus the benchmark's -2.9%
- Low downside capture of 75-79% and beta below 1, meaning the fund has historically fallen less than the benchmark in down markets
- Minimal drawdown risk in the recent period, with a maximum drawdown of only -0.096% and a quick 19-day recovery
- 1Y SIP XIRR of 10.15% trails the category average of 14.1% by roughly 4 percentage points
- Alpha versus the NIFTY 50 declines with horizon and turns negative from 7Y (-0.09%) through 15Y (-0.81%), indicating weak long-term benchmark outperformance
- Sectoral concentration in energy exposes investors to high cyclicality and commodity price risk with limited diversification
Generated on 05-09-2026, 3:04 AM. Verify before investing.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.53 L | 10.1% | -7.8% | 20.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.1% | 14.4% | 14.1% | -4.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.5% | 6.6% | 1.0% | 11.9% | -0.02 | -0.03 | 100% | — | — |
Calmar Ratio by Duration
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.62 | 0.87 | 92.3% | 79.3% | 7.9% | -2.9% |
| 3 Years | +1.69 | 0.78 | 84.9% | 75.2% | 2.8% | -0.4% |
| 5 Years | +0.44 | 0.78 | 84.9% | 75.2% | 1.7% | -0.3% |
| 7 Years | -0.09 | 0.78 | 84.9% | 75.2% | 1.2% | -0.2% |
| 10 Years | -0.49 | 0.78 | 84.9% | 75.2% | 0.8% | -0.1% |
| 12 Years | -0.66 | 0.78 | 84.9% | 75.2% | 0.7% | -0.1% |
| 15 Years | -0.81 | 0.78 | 84.9% | 75.2% | 0.6% | -0.1% |