Kotak Special Opportunities Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The investment objective of the scheme is to generate long term capital appreciation by investingpredominantly 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 13.91 26.12 34.40 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.85 26.25 33.12 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.27 31.03 34.90 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • Maruti Suzuki India Limited

  • Hero MotoCorp Ltd.

  • Wipro Ltd.

  • ITC Ltd.

  • Radico Khaitan Ltd.

  • ORIENT CEMENT LIMITED

  • JYOTI CNC AUTOMATION LTD

  • Oracle Financial Services Software Ltd

  • Tech Mahindra Ltd.

  • LIC HOUSING FINANCE LTD.

  • NLC India Ltd. (Neyveli Lignite Corporation Ltd.)

  • Marksans Pharma Ltd

  • Dabur India Ltd.

  • Indus Towers Ltd.

  • POONAWALLA FINCORP LIMITED

  • Sun TV Network Limited

  • Sapphire Foods India Ltd.

  • Hindustan Unilever Ltd.

  • Mphasis Ltd

  • Ultratech Cement Ltd.

  • PVR LTD.

  • Aditya Birla Sun Life AMC Ltd

  • ASTRA MICROWAVE PRODUCTS LTD.

  • Crompton Greaves Consumer Electricals Limited

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • MTAR Technologies Limited

  • INDUSIND BANK LTD.

  • JUBILANT PHARMOVA LIMITED

  • Bata India Ltd.

  • GUJARAT STATE PETRONET LTD.

  • AZAD ENGINEERING LTD

  • ORCHID PHARMA LIMITED

  • ASTER DM HEALTHCARE LTD

  • Triparty Repo

  • SRF LTD.

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • Carborundum Universal Ltd.

  • JAMMU KASHMIR BANK LTD

  • Mahindra Logistics Ltd

  • BRAINBEES SOLUTIONS LIMITED

  • Graphite India Limited.

  • SOUTH INDIAN BANK LTD

  • VIP Industries Limited

  • Net Current Assets/(Liabilities)

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  • IT - Software

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Bank - Private

  • Breweries & Distilleries

  • Finance - Housing

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • Finance - NBFC

  • TV Broadcasting & Software Production

  • Consumer Food

  • Film Production, Distribution & Entertainment

  • Finance - Asset Management

  • Defence

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • Engineering

  • Footwear

  • Gas Transmission/Marketing

  • Hospital & Healthcare Services

  • Chemicals

  • Miscellaneous

  • Engineering - Construction

  • Abrasives

  • Logistics

  • e-Commerce

  • Electrodes & Welding Equipment

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Fund Manager

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About Kotak Special Opportunities Fund

Scheme Analysis

Kotak Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 29-Jun-2024 and currently has an AUM of ₹1,998.31 crore. Kotak Special Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Kotak Special Opportunities Fund ended up ₹0.02(0.19%)yesterday to ₹9.396.

Among its top 3 holdings the fund has exposure to Maruti Suzuki India Limited, and

The Kotak Special Opportunities Fund is managed by Abhishek Bisen and Devender Singhal.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455