← Kotak Mutual Fund

Kotak Energy Opportunities Fund-Direct-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
40
Aug 2026
Equity Holdings
₹266.24 Cr
Equity only, excl. debt & cash
AAUM
₹268.46 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.7%
Moderate
Top 10 Weight
50.6%
Moderate
Changes
37
2 new · 0 exits
Top Sector
Electrical Equipment
20.2% of portfolio
Launch Date
03 Apr 2025
1 years old

AAUM (Average Assets Under Management) of ₹268.46 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Kotak Energy Opportunities Fund added 2 new stocks to its portfolio this month. The biggest new buy was Lumino Industries Limited (Miscellaneous) at 1.82% weight. Among existing holdings, Petronet LNG Limited saw the biggest increase — now at 4.93% of the portfolio. NTPC Limited was trimmed the most, now at 4.47%. GAIL (India) Limited remains the top holding with Electrical Equipment the dominant sector at 20.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Power 24.0% 23.3% -0.7%
Electrical Equipment 19.9% 19.0% -0.9%
Petroleum Products 18.7% 16.4% -2.3%
Gas 7.5% 11.2% +3.7%
Industrial Products 5.0% 7.2% +2.2%
Construction 7.1% 6.7% -0.4%
Finance 2.6% 3.8% +1.2%
Auto Components 1.6% 2.4% +0.8%
Chemicals & Petrochemicals 2.4% 2.2% -0.2%
Oil 1.7% 1.8% +0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 19.0% 20.2% +1.2%
Power 23.3% 19.2% -4.1%
Petroleum Products 16.4% 16.2% -0.2%
Gas 11.2% 12.4% +1.1%
Construction 6.7% 7.0% +0.4%
Industrial Products 7.2% 6.3% -0.9%
Finance 3.8% 3.2% -0.6%
Auto Components 2.4% 2.3% 0.0%
Chemicals & Petrochemicals 2.2% 2.1% -0.1%
Miscellaneous 0.0% 1.8% +1.8%
🟢
Biggest New Buy
Lumino Industries Limited
1.82% weight · Miscellaneous
Biggest Add
Petronet LNG Limited
+1.26% · now 4.93%
Biggest Trim
NTPC Limited
-3.10% · now 4.47%
🤝 Other funds also bought this month
Tempsens Instruments (India) Limited 23 funds
Tempsens Instruments (India) Limited
SBI Resurgent India Opportunities Scheme
Motilal Oswal Contra Fund
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option + more
Lumino Industries Limited 19 funds
Lumino Industries Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Kotak Rural Opportunities Fund - Direct Plan - Growth
Motilal Oswal Contra Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries ↑ 12 Increased ↓ 23 Decreased
#StockSectorWeight (Aug 2026)
1
Lumino Industries Limited
₹4.99 Cr
Miscellaneous 1.82%
2
Tempsens Instruments (India) Limited
₹3.01 Cr
Industrial Manufacturing 1.10%
#StockSectorJul 2026Aug 2026Change
1
Petronet LNG Limited
₹13.53 Cr
Gas 3.67% 4.93% +1.26%
2
GE Vernova T&D India Limited
₹14.67 Cr
Electrical Equipment 4.71% 5.34% +0.63%
3
Siemens Limited
₹13.30 Cr
Electrical Equipment 4.51% 4.84% +0.33%
4
ABB India Limited
₹13.75 Cr
Electrical Equipment 4.76% 5.01% +0.25%
5
Kalpataru Projects International Limited
₹8.41 Cr
Construction 2.81% 3.06% +0.25%
6
Acme Solar Holdings Ltd
₹5.66 Cr
Power 1.85% 2.06% +0.21%
7
Larsen & Toubro Limited
₹10.92 Cr
Construction 3.86% 3.98% +0.12%
8
V-Guard Industries Limited
₹2.60 Cr
Consumer Durables 0.86% 0.95% +0.09%
9
Jindal Saw Limited
₹1.39 Cr
Industrial Products 0.42% 0.51% +0.09%
10
Bharat Petroleum Corporation Limited
₹11.67 Cr
Petroleum Products 4.18% 4.25% +0.07%
#StockSectorJul 2026Aug 2026Change
1
NTPC Limited
₹12.28 Cr
Power 7.57% 4.47% -3.10%
2
Laser Power And Infra Limited
₹5.66 Cr
Industrial Products 2.54% 2.06% -0.48%
3
Tata Power Company Limited
₹9.37 Cr
Power 3.73% 3.41% -0.32%
4
REC Limited
₹5.82 Cr
Finance 2.44% 2.12% -0.32%
5
KEI Industries Limited
₹5.17 Cr
Industrial Products 2.18% 1.88% -0.30%
6
Power Finance Corporation Limited
₹3.03 Cr
Finance 1.39% 1.10% -0.29%
7
Torrent Power Limited
₹4.37 Cr
Power 1.85% 1.59% -0.26%
8
CESC Limited
₹5.26 Cr
Power 2.16% 1.92% -0.24%
9
Power Grid Corporation of India Limited
₹5.80 Cr
Power 2.27% 2.11% -0.16%
10
Hindustan Petroleum Corporation Limited
₹6.58 Cr
Petroleum Products 2.55% 2.40% -0.15%

What Stocks Does This Fund Hold?

40 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹20.36 Cr
Gas
7.42%
2
₹19.16 Cr
Petroleum Products
6.98%
3
₹14.67 Cr
Electrical Equipment
5.34%
4
₹13.75 Cr
Electrical Equipment
5.01%
5
₹13.53 Cr
Gas
4.93%
6
₹13.30 Cr
Electrical Equipment
4.84%
7
₹12.28 Cr
Power
4.47%
8
₹11.67 Cr
Petroleum Products
4.25%
9
₹10.92 Cr
Construction
3.98%
10
₹9.37 Cr
Power
3.41%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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