Kotak Special Opportunities Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
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%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.06%
Regulatory & Tax Information
INF174KA1SC0
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)