← Kotak Mutual Fund

Kotak Energy Opportunities Fund-Direct-Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
38
Jul 2026
Equity Holdings
₹268.22 Cr
Equity only, excl. debt & cash
AAUM
₹268.46 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
31.7%
Moderate
Top 10 Weight
51.7%
Moderate
Changes
37
1 new · 0 exits
Top Sector
Power
23.3% 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 1 new stock to its portfolio this month. The biggest new buy was Laser Power And Infra Limited (Industrial Products) at 2.54% weight. Among existing holdings, GAIL (India) Limited saw the biggest increase — now at 7.56% of the portfolio. NTPC Limited was trimmed the most, now at 7.57%. NTPC Limited remains the top holding with Power the dominant sector at 23.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Power 25.2% 24.0% -1.2%
Electrical Equipment 21.7% 19.9% -1.8%
Petroleum Products 17.2% 18.7% +1.5%
Gas 7.3% 7.5% +0.3%
Construction 7.0% 7.1% +0.1%
Industrial Products 4.6% 5.0% +0.4%
Finance 2.6% 2.6% +0.1%
Chemicals & Petrochemicals 2.4% 2.4% 0.0%
Oil 2.0% 1.7% -0.2%
Consumable Fuels 1.7% 1.6% -0.1%
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%
🟢
Biggest New Buy
Laser Power And Infra Limited
2.54% weight · Industrial Products
Biggest Add
GAIL (India) Limited
+3.12% · now 7.56%
Biggest Trim
NTPC Limited
-1.12% · now 7.57%
🤝 Other funds also bought this month
Laser Power And Infra Limited 15 funds
Laser Power And Infra Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Bank of India Mid Cap Fund - Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry ↑ 12 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
Laser Power And Infra Limited
₹7.00 Cr
Industrial Products 2.54%
#StockSectorJun 2026Jul 2026Change
1
GAIL (India) Limited
₹20.81 Cr
Gas 4.44% 7.56% +3.12%
2
REC Limited
₹6.71 Cr
Finance 1.20% 2.44% +1.24%
3
NHPC Limited
₹7.09 Cr
Power 1.78% 2.57% +0.79%
4
Exide Industries Limited
₹6.48 Cr
Auto Components 1.57% 2.35% +0.78%
5
Petronet LNG Limited
₹10.11 Cr
Gas 3.08% 3.67% +0.59%
6
Siemens Limited
₹12.41 Cr
Electrical Equipment 4.34% 4.51% +0.17%
7
ABB India Limited
₹13.11 Cr
Electrical Equipment 4.63% 4.76% +0.13%
8
Oil & Natural Gas Corporation Limited
₹4.85 Cr
Oil 1.72% 1.76% +0.04%
9
V-Guard Industries Limited
₹2.36 Cr
Consumer Durables 0.82% 0.86% +0.04%
10
Havells India Limited
₹1.39 Cr
Consumer Durables 0.47% 0.50% +0.03%
#StockSectorJun 2026Jul 2026Change
1
NTPC Limited
₹20.84 Cr
Power 8.69% 7.57% -1.12%
2
Indian Oil Corporation Limited
₹3.78 Cr
Petroleum Products 2.29% 1.37% -0.92%
3
Hindustan Petroleum Corporation Limited
₹7.02 Cr
Petroleum Products 3.46% 2.55% -0.91%
4
GE Vernova T&D India Limited
₹12.97 Cr
Electrical Equipment 5.42% 4.71% -0.71%
5
Bharat Petroleum Corporation Limited
₹11.51 Cr
Petroleum Products 4.66% 4.18% -0.48%
6
Larsen & Toubro Limited
₹10.64 Cr
Construction 4.09% 3.86% -0.23%
7
Kalpataru Projects International Limited
₹7.74 Cr
Construction 3.01% 2.81% -0.20%
8
Linde India Limited
₹6.11 Cr
Chemicals & Petrochemicals 2.42% 2.22% -0.20%
9
KEI Industries Limited
₹6.00 Cr
Industrial Products 2.38% 2.18% -0.20%
10
Emmvee Photovoltaic Power Ltd
₹5.72 Cr
Electrical Equipment 2.26% 2.08% -0.18%

What Stocks Does This Fund Hold?

38 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹20.84 Cr
Power
7.57%
2
₹20.81 Cr
Gas
7.56%
3
₹19.62 Cr
Petroleum Products
7.12%
4
₹13.11 Cr
Electrical Equipment
4.76%
5
₹12.97 Cr
Electrical Equipment
4.71%
6
₹12.41 Cr
Electrical Equipment
4.51%
7
₹11.51 Cr
Petroleum Products
4.18%
8
₹10.64 Cr
Construction
3.86%
9
₹10.28 Cr
Power
3.73%
10
₹10.11 Cr
Gas
3.67%
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🏦 Kotak Mutual Fund — Portfolio & Holdings
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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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