Kotak Energy Opportunities Fund vs Motilal Oswal BSE Clean Environment Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Kotak Energy Opportunities Fund is a Thematic fund and Motilal Oswal BSE Clean Environment Index Fund is a mutual fund. Kotak Energy Opportunities Fund charges 1.11% a year and Motilal Oswal BSE Clean Environment Index Fund 1.07% (Direct plans). Their portfolios overlap 11.6%: they hold 6 of the same securities.
Kotak Energy Opportunities Fund
Thematic
- Expense ratio
- 1.11%
- NAV
- ₹9.90
Motilal Oswal BSE Clean Environment Index Fund
- Expense ratio
- 1.07%
- NAV
- ₹8.46
Which is better, Kotak Energy Opportunities or Motilal Oswal BSE Clean Environment Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal BSE Clean Environment Index costs less: 1.07% a year against 1.11% (Direct plans).
- Kotak Energy Opportunities fell less in its worst fall since 02-07-2026: −11.4% against −19.4%.
- Kotak Energy Opportunities holds more in large companies: 50.0% of the fund in large caps against 27.1%.
- Kotak Energy Opportunities is the larger fund: ₹264 Cr against ₹49 Cr.
- Their portfolios overlap 11.6%: 6 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Kotak Energy Opportunities Fund | Motilal Oswal BSE Clean Environment Index Fund |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Thematic | Not available |
| AUM | ₹264 Cr (30-09-2026) | ₹49 Cr (30-09-2026) |
| NAV | ₹9.90 (Direct) | ₹8.46 (Direct) |
| Expense ratio (Direct) | 1.11% | 1.07% |
| Expense ratio (Regular) | 2.60% | Not available |
| Riskometer | Very High | Not available |
| Benchmark | Nifty Energy TRI | Not available |
| Launch date | 25-04-2025 | Not available |
| Minimum investment | ₹100 | Not available |
| Lock in | None | Not available |
| Fund managers | Mandar Pawar, Abhishek Bisen | Not available |
| Exit load | Exit load of 0.5%, if redeemed within 90 Days. | Not available |
Kotak Energy Opportunities vs Motilal Oswal BSE Clean Environment Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Kotak Energy Opportunities Fund (Direct) | −5.48% | −7.85% | −10.47% | −6.54% | -- | -- | -- |
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −3.75% | −7.93% | -- | -- | -- | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | -- | -- | -- |
Category average: the average of the 235 Thematic funds, same plan type.
Kotak Energy Opportunities vs Motilal Oswal BSE Clean Environment Index: Year-wise Returns
| Year | Kotak Energy OpportunitiesKotak Energy Opportunities | Motilal Oswal BSE Clean Environment IndexMotilal Oswal BSE Clean Environment Index |
|---|---|---|
| 2026to date | −4.07% | -- |
Kotak Energy Opportunities vs Motilal Oswal BSE Clean Environment Index: Rolling Returns
Every holding period of both funds, against Nifty Energy TRI, the benchmark of Kotak Energy Opportunities Fund
Kotak Energy Opportunities vs Motilal Oswal BSE Clean Environment Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Kotak Energy Opportunities Fund (Direct) | Motilal Oswal BSE Clean Environment Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −0.80% | −41.01% |
| Standard deviation | 13.97% | 18.74% |
| Sharpe ratio | -0.44 | -2.47 |
| Sortino ratio | -0.59 | -2.96 |
| Maximum drawdown | −13.1% (23-10-2026) | −19.4% (23-10-2026) |
| Beta | 0.82 | 1.00 |
| Alpha | −4.09% | −0.41% |
From daily NAVs, 02-05-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Kotak Energy Opportunities Fund (Direct)
Motilal Oswal BSE Clean Environment Index Fund (Direct)
Nifty Energy TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Kotak Energy Opportunities Fund (Direct) | −11.4% | 05-08-2026 | 23-10-2026 | Not yet | -- | −9.9% |
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −19.4% | 02-07-2026 | 23-10-2026 | Not yet | -- | −15.9% |
| Nifty Energy TRI | −12.6% | 02-07-2026 | 23-10-2026 | Not yet | -- | −11.5% |
From daily values since 02-07-2026, the first day every fund has.
Kotak Energy Opportunities vs Motilal Oswal BSE Clean Environment Index: Portfolio Overlap
From each fund's latest monthly portfolio: Kotak Energy Opportunities Fund, September 2026; Motilal Oswal BSE Clean Environment Index Fund, September 2026
Holdings in common
- Overlap
- 11.6%
- Held by both
- 6
- Only in Kotak Energy Opportunities
- 33
- Only in Motilal Oswal BSE Clean Environment Index
- 23
| Security | % of Kotak Energy Opportunities | % of Motilal Oswal BSE Clean Environment Index |
|---|---|---|
| Tata Power Company Ltd. | 3.66% | 15.56% |
| NHPC Ltd. | 2.48% | 7.47% |
| ACME SOLAR HOLDINGS LTD. | 2.34% | 2.40% |
| WAAREE ENERGIES LIMITED | 1.35% | 6.20% |
| EMMVEE PHOTOVOLTAIC POWER LIMITED | 2.15% | 1.21% |
| VIKRAM SOLAR LIMITED | 1.09% | 0.59% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 11.6% means 11.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Kotak Energy Opportunities Fund
| Security | % of fund |
|---|---|
| GAIL (India) Ltd. | 7.40% |
| RELIANCE INDUSTRIES LTD. | 6.73% |
| GE VERNOVA T&D INDIA LIMITED | 5.24% |
| Petronet LNG Ltd. | 4.84% |
| Coal India Limited | 4.82% |
Largest holdings only in Motilal Oswal BSE Clean Environment Index Fund
| Security | % of fund |
|---|---|
| Suzlon Energy Limited | 13.14% |
| Adani Green Energy Limited | 11.59% |
| JSW Energy Limited | 8.19% |
| Ather Energy Limited | 7.44% |
| MTAR Technologies Limited | 4.65% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Kotak Energy Opportunities | Motilal Oswal BSE Clean Environment Index |
|---|---|---|
| Equity | 96.1% | 100.4% |
| Debt | 0.0% | 0.0% |
| Cash and others | 3.9% | -0.4% |
Market cap of stocks
| Market cap | Kotak Energy Opportunities | Motilal Oswal BSE Clean Environment Index |
|---|---|---|
| Large Cap | 50.0% | 27.1% |
| Mid Cap | 22.9% | 41.4% |
| Small Cap | 16.0% | 31.8% |
| Not on AMFI's list | 7.1% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Kotak Energy Opportunities | Motilal Oswal BSE Clean Environment Index |
|---|---|---|
| Power | 18.8% | 49.7% |
| Electrical Equipment | 21.0% | 33.5% |
| Petroleum Products | 13.5% | 0.0% |
| Gas | 12.2% | 0.0% |
| Automobiles | 0.0% | 11.1% |
| Industrial Products | 8.0% | 0.0% |
| Construction | 5.7% | 0.0% |
| Other Utilities | 0.0% | 4.4% |
| Minerals & Mining | 0.0% | 1.3% |
| Textiles & Apparels | 0.0% | 0.4% |
The six largest sectors of each fund's stocks, % of the fund.
Kotak Energy Opportunities vs Motilal Oswal BSE Clean Environment Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Kotak Energy Opportunities Fund | Motilal Oswal BSE Clean Environment Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.11% | 1.07% |
| Base expense ratio (Direct) | 0.84% | 0.35% |
| Total expense ratio (Regular) | 2.60% | Not available |
| Base expense ratio (Regular) | 2.10% | 0.90% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Kotak Energy Opportunities with
Kotak Energy Opportunities Fund vs Motilal Oswal BSE Clean Environment Index Fund: Frequently Asked Questions
What is the difference between Kotak Energy Opportunities Fund and Motilal Oswal BSE Clean Environment Index Fund?
Kotak Energy Opportunities Fund is a Thematic fund, Motilal Oswal BSE Clean Environment Index Fund is a mutual fund, run by Kotak Mahindra Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 11.6%. Kotak Energy Opportunities Fund charges 1.11% a year and Motilal Oswal BSE Clean Environment Index Fund 1.07%.
Which has the lower expense ratio, Kotak Energy Opportunities Fund or Motilal Oswal BSE Clean Environment Index Fund?
Motilal Oswal BSE Clean Environment Index Fund charges less: 1.07% a year against 1.11%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Kotak Energy Opportunities Fund and Motilal Oswal BSE Clean Environment Index Fund overlap?
11.6%. They hold 6 of the same securities, the largest shared ones being TATAPOWER, NHPC, ACMESOLAR. From each fund's latest monthly portfolio.
Can I invest in both Kotak Energy Opportunities Fund and Motilal Oswal BSE Clean Environment Index Fund?
Yes. 11.6% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.