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Equity: Thematic-Special-Opportunities
Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund · Equity: Thematic-Special-Opportunities

Kotak Special Opportunities Fund - Regular Plan - Growth Option

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in opportunities presented by Special Situations such as Company Specific Event/Developments, Corporate Restructuring, Government Policy change and/or Regulatory changes, Technology led Disruption/ Innovation or companies going through temporary but unique challenges and other similar instances. However, there is no assurance that the objective of the scheme will be achieved.

EquityBenchmark · Nifty 500 TRITER · 2.16%Inception · 05-06-2024
NAV
10.91
-0.25% · as of 13-07-2026
Since inception
4.30%
CAGR
Benchmark (inception)
12.17%
CAGR
Fund size
₹1,427 Cr
AUM
Expense ratio
2.16%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +4.30% CAGR vs benchmark +12.17%.

Portfolio

Where the money is invested

Top holdings

MARKSANS PHARMA LTD. EQ NEW RE.1/-4.45%
NLC INDIA LIMITED EQ4.39%
JUBILANT PHARMOVA LIMITED EQ NEW FV RE.1/-4.29%
HERO MOTOCORP LIMITED EQ FV RS 24.20%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.10%
INDUS TOWERS LIMITED EQ4.04%
INDUSIND BANK LIMITED EQ3.98%
MARUTI SUZUKI INDIA LIMITED EQ3.73%
Park Medi World Ltd.3.62%
Midwest Limited3.62%

Sector allocation

Healthcare18.59%
Financial Services17.47%
Capital Goods12.32%
Automobile and Auto Components10.41%
Consumer Durables7.55%
Fast Moving Consumer Goods6.96%
Media, Entertainment & Publication5.95%
Consumer Services5.30%
Power4.39%
Telecommunication4.04%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 4.3% p.a.
₹10,000
10 years
Projected value
₹15,01,388
Invested: ₹12,00,000
Gained: ₹3,01,388
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Devender Singhal & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152703
ISIN (Growth)
INF174KA1SC0
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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