Kotak Energy Opportunities Fund

Kotak Mahindra Mutual FundThematicPortfolio as of 31 July 2026

Kotak Energy Opportunities Fund holds 40 instruments (97.38% equity), led by NTPC Limited (7.57%), GAIL (India) Limited (7.56%) and Reliance Industries Limited (7.12%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
40
Equity Allocation
97.38%
AMC
Kotak Mahindra Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Kotak Energy Opportunities Fund, managed by Kotak Mahindra Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 40 instruments with an equity allocation of 97.38%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Kotak Energy Opportunities Fund's top 10 holdings account for 51.67% of its portfolio, in line with the Thematic category average of 50.4%. Utilities is its largest sector exposure at 34.53% of net assets, spread across 7 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 0 positions, with GAIL (India) Limited seeing the largest move (+3.12pp to 7.56%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

1 new entry7 increased10 reduced

Biggest Weight Increases

StockWeightChange
GAIL (India) Limited4.44% → 7.56%▲ +3.12
REC Limited1.2% → 2.44%▲ +1.24
NHPC Limited1.78% → 2.57%▲ +0.79
Exide Industries Limited1.57% → 2.35%▲ +0.78
Petronet LNG Limited3.08% → 3.67%▲ +0.59
Siemens Limited4.34% → 4.51%▲ +0.17
ABB India Limited4.63% → 4.76%▲ +0.13

Biggest Weight Reductions

StockWeightChange
NTPC Limited8.69% → 7.57%▼ -1.12
Indian Oil Corporation Limited2.29% → 1.37%▼ -0.92
Hindustan Petroleum Corporation Limited3.46% → 2.55%▼ -0.91
GE Vernova T&D India Limited5.42% → 4.71%▼ -0.71
Bharat Petroleum Corporation Limited4.66% → 4.18%▼ -0.48
Larsen & Toubro Limited4.09% → 3.86%▼ -0.23
Linde India Limited2.42% → 2.22%▼ -0.2
Kalpataru Projects International Limited3.01% → 2.81%▼ -0.2
KEI Industries Limited2.38% → 2.18%▼ -0.2
Emmvee Photovoltaic Power Limited2.26% → 2.08%▼ -0.18

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 8.2%, Mar: 9.69%, Apr: 9.62%, May: 9.54%, Jun: 8.69%, Jul: 7.57%
7.57%
Feb: 4.55%, Mar: 4.05%, Apr: 4.43%, May: 4.26%, Jun: 4.44%, Jul: 7.56%
7.56%
Feb: 7.98%, Mar: 9.49%, Apr: 5.18%, May: 4.89%, Jun: 7.1%, Jul: 7.12%
7.12%
Feb: 3.91%, Mar: 4.2%, Apr: 4.71%, May: 4.83%, Jun: 4.63%, Jul: 4.76%
4.76%
Feb: 4.54%, Mar: 4.71%, Apr: 4.85%, May: 5.72%, Jun: 5.42%, Jul: 4.71%
4.71%

Full Portfolio (40 holdings)

#HoldingSector% to NAV
1NTPC LimitedUtilities7.57%
2GAIL (India) LimitedUtilities7.56%
3Reliance Industries LimitedEnergy7.12%
4ABB India LimitedIndustrials4.76%
5GE Vernova T&D India LimitedIndustrials4.71%
6Siemens LimitedIndustrials4.51%
7Bharat Petroleum Corporation LimitedEnergy4.18%
8Larsen & Toubro LimitedIndustrials3.86%
9Tata Power Company LimitedUtilities3.73%
10Petronet LNG LimitedUtilities3.67%
11Kalpataru Projects International LimitedIndustrials2.81%
12NHPC LimitedUtilities2.57%
13Hindustan Petroleum Corporation LimitedEnergy2.55%
14LASER POWER & INFRA LTDIndustrials2.54%
15REC LimitedFinancial Services2.44%
16Exide Industries LimitedConsumer Discretionary2.35%
17Power Grid Corporation of India LimitedUtilities2.27%
18Triparty Repotreps2.25%
19Linde India LimitedMaterials2.22%
20KEI Industries LimitedIndustrials2.18%
21CESC LimitedUtilities2.16%
22Emmvee Photovoltaic Power LimitedIndustrials2.08%
23Acme Solar Holdings LimitedUtilities1.85%
24Torrent Power LimitedUtilities1.85%
25Cummins India LimitedIndustrials1.8%
26Oil & Natural Gas Corporation LimitedEnergy1.76%
27Coal India LimitedEnergy1.5%
28Waaree Energies LimitedIndustrials1.46%
29Power Finance Corporation LimitedFinancial Services1.39%
30Indian Oil Corporation LimitedEnergy1.37%
31NLC India LimitedUtilities1.3%
32Gulf Oil Lubricants India LimitedEnergy1.16%
33Vikram Solar LimitedIndustrials1.16%
34V-Guard Industries LimitedConsumer Discretionary0.86%
35Balrampur Chini Mills LimitedConsumer Staples0.57%
36Havells India LimitedConsumer Discretionary0.5%
37Jindal Saw LimitedIndustrials0.42%
38Net Current Assets/(Liabilities)other0.37%
39Suzlon Energy LimitedIndustrials0.35%
40Oswal Pumps LimitedIndustrials0.24%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, NTPC Limited is 7.57% of Kotak Energy Opportunities Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, GAIL (India) Limited is 7.56% of Kotak Energy Opportunities Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 7.12% of Kotak Energy Opportunities Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, ABB India Limited is 4.76% of Kotak Energy Opportunities Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, GE Vernova T&D India Limited is 4.71% of Kotak Energy Opportunities Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Kotak Mahindra Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.