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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.

Benchmark · NIFTY 500 TRITER · 2.24%Inception · 05-06-2024
NAV
10.17
+1.31% · as of 14-05-2026
Since inception
0.81%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹14 Cr
AUM
Expense ratio
2.24%
28-04-2026
Performance

Returns vs benchmark & category

Since inception: +0.81% CAGR vs benchmark +12.11%.

Portfolio

Where the money is invested

Top holdings

HERO MOTOCORP LIMITED EQ FV RS 26.32%
MARUTI SUZUKI INDIA LIMITED EQ5.54%
NLC INDIA LIMITED EQ5.01%
INDUS TOWERS LIMITED EQ4.41%
INDUSIND BANK LIMITED EQ4.39%
JUBILANT PHARMOVA LIMITED EQ NEW FV RE.1/-4.24%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.22%
SUN TV NETWORK LIMITED EQ NEW RS. 5/-3.67%
Jyoti CNC Automation Ltd3.55%
PVR LIMITED EQ3.46%

Sector allocation

Financial Services17.26%
Healthcare15.61%
Capital Goods13.26%
Automobile and Auto Components11.86%
Media, Entertainment & Publication7.13%
Fast Moving Consumer Goods7.08%
Consumer Durables5.84%
Power5.01%
Telecommunication4.41%
Consumer Services3.97%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 0.8% p.a.
₹10,000
10 years
Projected value
₹12,50,344
Invested: ₹12,00,000
Gained: ₹50,344
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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