Kotak Special Opportunities Fund Growth

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1–7 yearsInvestment Horizon

HNI,MATarget Segments

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Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

SectoralAllocation

Financial Services16%

Utilities3.64%

Energy & Infra1.46%

Services22.77%

Technology5.11%

Consumers32.28%

Capital Goods18.75%

Domestic100%

CompanySectorAllocation

Maruti Suzuki India LtdConsumers8.73%

Hero MotoCorp LtdConsumers7.40%

Radico Khaitan LtdConsumers5.26%

Jubilant Pharmova LtdServices4.07%

IndusInd Bank LtdFinancial Services3.70%

NLC India LtdUtilities3.55%

Jyoti CNC Automation LtdCapital Goods3.52%

Oracle Financial Services Software LtdTechnology3.36%

Poonawalla Fincorp LtdFinancial Services3.14%

Indus Towers Ltd Ordinary SharesServices3.07%

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Total Expense Ratio (TER)2.06%

INF174KA1SC0

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)