Pros | ![]() Among most bought funds within the category. | ![]() Among most bought funds within the category. | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Sector - Energy | Equity,Sector - Energy | ||
Fund Age | 0 Years | 1 Years | ||
Fund Size | 201 Cr | 10025 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.93% | 0.86% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Energy TR INR | Nifty Energy TR INR |
No of Holdings | 35 | 36 | ||
Top 5 Holdings | NTPC Ltd (8.32%) Reliance Industries Ltd (7.62%) GAIL (India) Ltd (6.64%) Power Grid Corp Of India Ltd (6.52%) ABB India Ltd (4.94%) | Bharat Petroleum Corp Ltd (9.12%) Reliance Industries Ltd (8.83%) Indian Oil Corp Ltd (8.26%) NTPC Ltd (6.9%) Gujarat State Petronet Ltd (5.43%) | ||
No of Sectors | 6 | 6 | ||
Top 3 Sectors | Utilities (35.86%) Industrial (31.32%) Energy (23.21%) | Energy (35.33%) Utilities (31.63%) Industrial (26.56%) | ||
Equity % | 88.54% | 93.81% | ||
Debt % | - | 0.05% | ||
P/E | 18.71 | 17.37 | ||
P/B | 2.67 | 2.04 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.88% | -4.98% | ||
3-Month Return | -3.43% | -4.73% | ||
6-Month Return | - | 16.54% | ||
1-Year Return | - | -13.42% | ||
3-Year Return | - | - | ||
5-Year Return | - | - |
Sharpe | - | - | ||
Alpha | - | - | ||
Beta | - | - | ||
Standard Deviation | - | - | ||
Information Ratio | - | - |
Description | Kotak Energy Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Energy Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Mandar Pawar,Harsha Upadhyaya,Abhishek Bisen | Pradeep Kesavan,Raj gandhi |