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Fund Overview of Kotak Special Opportunities Fund Regular-growth
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₹1,424.7 CrAUM
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₹10.51NAV
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2.16%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Kotak Special Opportunities Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 18.27% | NA | 4.02% |
| 6 Months | 7.65% | NA | 14.62% |
| 1 Year | 10.07% | 10.07% | -1.34% |
Compare Kotak Special Opportunities Fund Regular-growth with other mutual funds in the same category
Kotak Special Opportunities Fund Regular-growth
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
99.87%other assets or cash equivalents
0.13%Kotak Special Opportunities Fund Regular-growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 29 Jun 2024, the fund aims Long term capital growth. Investment in portfolio of predominantly equity & equity related securities following Special Situation Theme. It manages assets worth ₹1,424.7 crore as on Sun May 31, 2026. The expense ratio stands at 2.16%. Fund Manager Manager Education Fund Manager Manager EducationAbout Kotak Special Opportunities Fund Regular-growth
The portfolio allocation consists of 99.87% in equities, 0.13% in other assets or cash equivalents.Managed by Devender Singhal, it has delivered a return of 10.07% in the last year, a total return since inception of 2.58%.
People planning wealth creation frequently consider the best sip plan before they create disciplined wealth.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Special Opportunities Fund Direct-growth
|
₹1,425 | 3.85% | 18.68% | 8.38% | 11.58% | - |
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Kotak Special Opportunities Fund Regular-idcw
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₹1,425 | 3.72% | 18.27% | 7.65% | 10.07% | - |
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Kotak Special Opportunities Fund Direct-idcw
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₹1,425 | 3.85% | 18.68% | 8.38% | 11.58% | - |
Kotak Rural Opportunities Fund Regular-growth
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₹795 | -1.24% | -0.66% | -5.32% | - | - |
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Kotak Rural Opportunities Fund Direct-growth
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₹795 | -1.09% | -0.25% | -4.57% | - | - |
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Kotak Rural Opportunities Fund Regular-idcw
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₹795 | -1.24% | -0.66% | -5.32% | - | - |
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Kotak Rural Opportunities Fund Direct-idcw
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₹795 | -1.09% | -0.25% | -4.57% | - | - |
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Kotak Services Fund Direct-growth
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₹726 | 3.48% | 3.61% | - | - | - |
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Kotak Services Fund Regular-growth
|
₹726 | 3.34% | 3.23% | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Marksans Pharma Ltd | Healthcare | 4.45% | ₹63.46 Cr |
| Nlc India Ltd | Energy & Utilities | 4.39% | ₹62.56 Cr |
| Jubilant Pharmova Ltd | Healthcare | 4.29% | ₹61.09 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 4.20% | ₹59.82 Cr |
| Radico Khaitan Ltd | Consumer Staples | 4.10% | ₹58.43 Cr |
| Indus Towers Ltd | Technology | 4.04% | ₹57.49 Cr |
| Indusind Bank Ltd | Financial | 3.98% | ₹56.69 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.73% | ₹53.16 Cr |
| Park Medi World Ltd. | 3.62% | ₹51.56 Cr | |
| Midwest Ltd. | 3.62% | ₹51.53 Cr | |
| Carborundum Universal Ltd | Materials | 3.18% | ₹45.28 Cr |
| Pvr Ltd | Consumer Discretionary | 3.14% | ₹44.76 Cr |
| Bandhan Bank Ltd | Financial | 2.92% | ₹41.66 Cr |
| Azad Engineering Ltd. | Industrials | 2.89% | ₹41.14 Cr |
| Avanti Feeds Ltd | Consumer Staples | 2.86% | ₹40.73 Cr |
| Sun Tv Network Ltd | Consumer Discretionary | 2.81% | ₹40.02 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 2.64% | ₹37.57 Cr |
| Oracle Financial Services Software Ltd | Technology | 2.62% | ₹37.37 Cr |
| Indigo Paints Ltd | Materials | 2.57% | ₹36.62 Cr |
| Jyoti Cnc Automation Ltd. | Industrials | 2.54% | ₹36.15 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Special Opportunities Fund Regular-growth
What is the current AUM of Kotak Special Opportunities Fund Regular-growth?
As of Sun May 31, 2026, Kotak Special Opportunities Fund Regular-growth manages assets worth ₹1,424.7 crore
How has Kotak Special Opportunities Fund Regular-growth performed recently?
- 3 Months: 18.27%
- 6 Months: 7.65%
What is the long-term performance of Kotak Special Opportunities Fund Regular-growth?
- Since Inception: 2.58%
What is the portfolio composition of Kotak Special Opportunities Fund Regular-growth?
Equity: 99.87%, Others: 0.13%.
Who manages Kotak Special Opportunities Fund Regular-growth?
Kotak Special Opportunities Fund Regular-growth is managed by Devender Singhal from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Special Opportunities Fund Regular-growth?
Large Cap: 7.94%, Mid Cap: 23.54%, Small Cap: 68.52%.
Which are the top companies Kotak Special Opportunities Fund Regular-growth has invested in?
- Marksans Pharma Ltd – 4.45% of the fund's portfolio
- NLC India Ltd – 4.39% of the fund's portfolio
- Jubilant Pharmova Ltd – 4.29% of the fund's portfolio
- Hero Motocorp Ltd – 4.20% of the fund's portfolio
- Radico Khaitan Ltd – 4.10% of the fund's portfolio
Which are the major sectors Kotak Special Opportunities Fund Regular-growth focuses on?
- Consumer Discretionary – 13.88% of the fund's portfolio
- Financial – 9.54% of the fund's portfolio
- Healthcare – 8.74% of the fund's portfolio
- Other – 7.24% of the fund's portfolio
- Consumer Staples – 6.96% of the fund's portfolio
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