Kotak Special Opportunities Fund Regular-Growth
This fund is not currently rated by our system. However, we continuously review and update our ratings, so it may be included in the future.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 21 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (41)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Hero Motocorp Ltd. | 3.91% | ₹66.49 Cr | 1,22,000 |
| Maruti Suzuki India Ltd. | 3.62% | ₹61.64 Cr | 45,500 |
| Jyoti CNC Automation Ltd. | 3.54% | ₹60.35 Cr | 6,06,513 |
| Marksans Pharma Ltd. | 3.33% | ₹56.61 Cr | 17,60,292 |
| PVR Inox Ltd. | 3.30% | ₹56.16 Cr | 4,65,000 |
| Indus Towers Ltd. | 3.20% | ₹54.46 Cr | 14,00,632 |
| Indusind Bank Ltd. | 3.11% | ₹52.86 Cr | 5,20,000 |
| Azad Engineering Ltd. | 3.03% | ₹51.51 Cr | 1,80,000 |
| Poonawalla Fincorp Ltd. | 2.96% | ₹50.47 Cr | 10,88,226 |
| United Foodbrands Ltd. | 2.90% | ₹49.41 Cr | 6,79,079 |
Fund details
Long term capital growth. Investment in portfolio of predominantly equity & equity related securities following Special Situation Theme.
The scheme seeks 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.
0.5% for redemption within 90 Days