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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 · 2.28%Inception · 05-06-2024
NAV
₹11.15
-0.17% · as of 12-10-2026
Since inception
4.84%
CAGR
Benchmark (inception)
11.84%
CAGR
Fund size
₹1,919 Cr
AUM
Expense ratio
2.28%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +4.84% CAGR vs benchmark +11.84%.

Portfolio

Where the money is invested

Top holdings

MARKSANS PHARMA LTD. EQ NEW RE.1/-4.76%
JUBILANT PHARMOVA LIMITED EQ NEW FV RE.1/-4.08%
HERO MOTOCORP LIMITED EQ FV RS 24.00%
NLC INDIA LIMITED EQ3.97%
INDUSIND BANK LIMITED EQ3.92%
MARUTI SUZUKI INDIA LIMITED EQ3.91%
Midwest Limited3.71%
Park Medi World Ltd.3.66%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-3.62%
CARBORUNDUM UNIVERSAL LIMITED EQ NEW Re.1/-3.55%

Sector allocation

Healthcare19.40%
Financial Services17.75%
Capital Goods13.50%
Automobile and Auto Components10.46%
Consumer Durables7.46%
Media, Entertainment & Publication5.87%
Fast Moving Consumer Goods5.78%
Consumer Services5.48%
Power3.97%
Telecommunication3.49%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 4.8% p.a.
₹10,000
10 years
Projected value
₹15,45,812
Invested: ₹12,00,000
Gained: ₹3,45,812
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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