Kotak Special Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is HERO MOTOCORP LTD with a portfolio weight of 4.44% .
The fund currently owns more than 42 stocks.
The top 10 holdings account for 36.64% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 32.29% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.73% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
4.44%
|
|
| 2 | Consumer Discretionary |
4.38%
|
|
| 3 | Consumer Staples |
3.64%
|
|
| 4 | Materials |
3.63%
|
|
| 5 | Financials |
3.56%
|
|
| 6 | Communication Services |
3.56%
|
|
| 7 | Granites/Marbles |
3.50%
|
|
| 8 | Communication Services |
3.44%
|
|
| 9 | Engineering - Heavy |
3.32%
|
|
| 10 | Industrials |
3.17%
|
|
| 11 | Hospitals & Medical Services |
3.09%
|
|
| 12 | Health Care |
3.08%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Sectoral/Thematic
Launch Date: 10 Jun 2024
Fund Manager: Mr. Devender Singhal
Minimum Purchase: ₹100
Exit Load: For redemption / switch out within 90 days from the date of allotment - 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Kotak Special Opportunities Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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