Kotak Special Opportunities Fund
Kotak Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
36
Concentrated
Top 10 weight
40%
Concentration
Active share
94%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
19Sectors
28High-conviction bets
12%Top sector wt.
-Cash
Market-cap allocation
Large cap8%
Mid cap24%
Small cap68%
Asset allocation
Asset mix not available.
Top holdings
Marksans Pharma LtdEQUITY
4.5%4.3%
Hero MotoCorp Ltd.EQUITY
4.2%Radico Khaitan Ltd.EQUITY
4.1%Indus Towers Ltd.EQUITY
4.0%INDUSIND BANK LTD.EQUITY
4.0%3.7%
3.6%
MIDWEST LTDEQUITY
3.6%3.2%
PVR LTD.EQUITY
3.1%BANDHAN BANK LIMITEDEQUITY
2.9%AZAD ENGINEERING LTDEQUITY
2.9%AVANTI FEEDS LTDEQUITY
2.9%Sun TV Network LimitedEQUITY
2.8%PIRAMAL FINANCE LTDEQUITY
2.6%2.6%
Indigo Paints LimitedEQUITY
2.6%JYOTI CNC AUTOMATION LTDEQUITY
2.5%2.5%
2.5%
2.5%
ORCHID PHARMA LIMITEDEQUITY
2.4%JANA SMALL FINANCE BANKEQUITY
2.1%ASTER DM HEALTHCARE LTDEQUITY
2.1%JAMMU KASHMIR BANK LTDEQUITY
2.1%Graphite India Limited.EQUITY
2.0%1.9%
SWIGGY LTDEQUITY
1.8%Oberoi Realty LimitedEQUITY
1.8%KSH INTERNATIONALEQUITY
1.7%Barbeque Nation Hospitality Ltd.Leisure Services
1.6%Bata India Ltd.EQUITY
1.4%SOUTH INDIAN BANK LTDEQUITY
1.2%Triparty RepoCASH_EQUIVALENT
0.6%Net Current Assets/(Liabilities)CASH_EQUIVALENT
-0.5%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Small-cap heavy (68%) - higher volatility.
- Concentrated in Banks - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.3%
11.1%
10.4%
7.6%
7.5%
6.9%
6.0%
5.2%
4.4%
4.1%
4.0%
3.5%
2.9%
2.9%