Kotak Special Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • 0.62 %Nav, as on 18-09-2025

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  • Net Change on 18-09-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 1.80 23.32 30.91 1.58 29,871.10
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 0.55 29.11 28.65 1.76 7,509.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.25 26.33 28.47 1.82 6,490.27
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -1.31 14.06 17.72 1.94 5,604.75
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -6.74 27.49 31.11 1.80 5,227.05

Fund Holdings as on 31-August-2025

  • Maruti Suzuki India Limited

  • Hero MotoCorp Ltd.

  • Radico Khaitan Ltd.

  • JUBILANT PHARMOVA LIMITED

  • Oracle Financial Services Software Ltd

  • Dabur India Ltd.

  • POONAWALLA FINCORP LIMITED

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

  • INDUSIND BANK LTD.

  • JYOTI CNC AUTOMATION LTD

  • LIC HOUSING FINANCE LTD.

  • PVR LTD.

  • Mphasis Ltd

  • Sapphire Foods India Ltd.

  • Indigo Paints Limited

  • ITC Ltd.

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • Indus Towers Ltd.

  • Sun TV Network Limited

  • Marksans Pharma Ltd

  • MTAR Technologies Limited

  • RBL BANK LTD.

  • Avenue Supermarts Ltd

  • Wipro Ltd.

  • Tech Mahindra Ltd.

  • BHARTI AIRTEL LTD.

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • AZAD ENGINEERING LTD

  • Bata India Ltd.

  • ORCHID PHARMA LIMITED

  • SRF LTD.

  • Mahindra Logistics Ltd

  • Aditya Birla Sun Life AMC Ltd

  • ASTER DM HEALTHCARE LTD

  • Oberoi Realty Limited

  • Carborundum Universal Ltd.

  • JAMMU KASHMIR BANK LTD

  • Graphite India Limited.

  • BRAINBEES SOLUTIONS LIMITED

  • PIRAMAL ENTERPRISES LTD.

  • AVANTI FEEDS LTD

  • SOUTH INDIAN BANK LTD

  • NOCIL LTD

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • IT - Software

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Automobile Two & Three Wheelers

  • Engineering - Industrial Equipments

  • Breweries & Distilleries

  • Finance - NBFC

  • Household & Personal Products

  • Power Generation/Distribution

  • Finance - Housing

  • Film Production, Distribution & Entertainment

  • Consumer Food

  • Paints

  • Cigarettes/Tobacco

  • Auto Ancillary

  • Telecommunication - Service Provider

  • TV Broadcasting & Software Production

  • Engineering

  • Chemicals

  • Retailing

  • Miscellaneous

  • Engineering - Construction

  • Footwear

  • Logistics

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Abrasives

  • Electrodes & Welding Equipment

  • e-Commerce

  • Animal Feed

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹1,886.23 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 ₹0.06(0.62%)yesterday to ₹9.883.

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