Which funds are similar to Kotak Energy Opportunities Fund Direct-Growth?
Funds similar to Kotak Energy Opportunities Fund Direct-Growth in the Equity: Thematic-Energy category include SBI Energy Opportunities Fund Direct-Growth, ICICI Prudential Energy Opportunities Fund Direct-Growth, and DSP Natural Resources and New Energy Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak Energy Opportunities Fund Direct-Growth in its category?
The category rank of Kotak Energy Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.
How does Kotak Energy Opportunities Fund Direct-Growth's expense ratio compare to similar funds?
Kotak Energy Opportunities Fund Direct-Growth has an expense ratio of 1.11%. The peers SBI Energy Opportunities Fund Direct-Growth has an expense ratio of 0.93% and ICICI Prudential Energy Opportunities Fund Direct-Growth has 1.11%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak Energy Opportunities Fund Direct-Growth's AUM compare to similar funds?
Kotak Energy Opportunities Fund Direct-Growth has an AUM of ₹275.37 crore. The peers SBI Energy Opportunities Fund Direct-Growth has an AUM of ₹8,646.6 crore and ICICI Prudential Energy Opportunities Fund Direct-Growth has ₹8,198.86 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Energy?
The top performing fund in the Equity: Thematic-Energy category on a 3-year basis is DSP Natural Resources and New Energy Fund Direct Plan-Growth with a CAGR of 20.24% as of 6 Sep 2026. Kotak Energy Opportunities Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Kotak Energy Opportunities Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Kotak Energy Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
