InvestVerdict
Kotak Energy Opportunities Fund
Direct Plan · IDCW-Payout & Reinvestment · Sectoral / Thematic · Scheme code 153448
Fund houseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · IDCW-Payout & Reinvestment
History1.3 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.78 | -1.96 | 1.07 | 8.69 | — | — | — | — | 6.06 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Sectoral / Thematic category median |
— | — | — | 6.97 | 16.91 | 14.34 | — | 15.17 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 13.7% | -0.03 | -0.04 | 0.93 | 1.30% | -9.6% | 75.62 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 15 months this scheme and its benchmark share.