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Kotak Special Opportunities Fund - Direct Plan - Growth Option

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
35
Apr 2026
Equity Holdings
₹1,428.46 Cr
Equity only, excl. debt & cash
Top 5 Weight
22.7%
Diversified
Top 10 Weight
40.8%
Moderate
Changes
35
1 new · 0 exits
Top Sector
Banks
12.4% of portfolio
📋 What Happened This Month Kotak Special Opportunities Fund added 1 new stock to its portfolio this month. The biggest new buy was Ola Electric Mobility Ltd (Automobiles) at 2.17% weight. Among existing holdings, Midwest Limited saw the biggest increase — now at 3.76% of the portfolio. Hero MotoCorp Limited was trimmed the most, now at 4.42%. NLC India Limited remains the top holding with Banks the dominant sector at 12.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Automobiles 12.5% 11.9% -0.6%
Banks 12.2% 11.6% -0.6%
Pharmaceuticals & Biotechnology 9.1% 9.3% +0.2%
Entertainment 7.0% 7.1% +0.1%
Industrial Products 6.3% 7.0% +0.7%
Healthcare Services 5.7% 6.4% +0.6%
Consumer Durables 6.3% 5.8% -0.5%
Finance 5.4% 5.7% +0.3%
Power 4.6% 5.0% +0.4%
Telecom - Services 4.2% 4.4% +0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 11.6% 12.4% +0.9%
Automobiles 11.9% 10.4% -1.5%
Pharmaceuticals & Biotechnology 9.3% 9.4% +0.2%
Industrial Products 7.0% 7.5% +0.5%
Consumer Durables 5.8% 7.4% +1.6%
Entertainment 7.1% 6.9% -0.3%
Healthcare Services 6.4% 6.5% +0.1%
Finance 5.7% 5.5% -0.2%
Power 5.0% 4.8% -0.3%
Beverages 4.2% 4.8% +0.5%
🟢
Biggest New Buy
Ola Electric Mobility Ltd
2.17% weight · Automobiles
Biggest Add
Midwest Limited
+1.48% · now 3.76%
Biggest Trim
Hero MotoCorp Limited
-1.90% · now 4.42%
🤝 Other funds also bought this month
Ola Electric Mobility Ltd 17 funds
Ola Electric Mobility Ltd
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Kotak Consumption Fund - Direct plan - Growth Option
Mirae Asset BSE Select IPO ETF + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry ↑ 21 Increased ↓ 13 Decreased
#StockSectorWeight (Apr 2026)
1
Ola Electric Mobility Ltd
₹31.08 Cr
Automobiles 2.17%
#StockSectorMar 2026Apr 2026Change
1
Midwest Limited
₹53.73 Cr
Consumer Durables 2.28% 3.76% +1.48%
2
Azad Engineering Ltd
₹47.63 Cr
Electrical Equipment 2.71% 3.33% +0.62%
3
Radico Khaitan Limited
₹67.81 Cr
Beverages 4.22% 4.75% +0.53%
4
Bandhan Bank Limited
₹39.94 Cr
Banks 2.29% 2.80% +0.51%
5
Jana Small Finance Bank Ltd
₹28.21 Cr
Banks 1.61% 1.97% +0.36%
6
Sapphire Foods India Limited
₹31.32 Cr
Leisure Services 1.86% 2.19% +0.33%
7
KSH International Limited
₹36.43 Cr
Industrial Products 2.23% 2.55% +0.32%
8
Oracle Financial Services Software Limited
₹44.74 Cr
IT - Software 2.89% 3.13% +0.24%
9
IndusInd Bank Limited
₹65.96 Cr
Banks 4.39% 4.62% +0.23%
10
Orchid Pharma Limited
₹26.77 Cr
Pharmaceuticals & Biotechnology 1.67% 1.87% +0.20%
#StockSectorMar 2026Apr 2026Change
1
Hero MotoCorp Limited
₹63.23 Cr
Automobiles 6.32% 4.42% -1.90%
2
Maruti Suzuki India Limited
₹53.92 Cr
Automobiles 5.54% 3.77% -1.77%
3
Indus Towers Limited
₹53.32 Cr
Telecom - Services 4.41% 3.73% -0.68%
4
Jyoti CNC Automation Ltd
₹45.49 Cr
Industrial Manufacturing 3.55% 3.18% -0.37%
5
Sun TV Network Limited
₹48.27 Cr
Entertainment 3.67% 3.38% -0.29%
6
The South Indian Bank Limited
₹16.17 Cr
Banks 1.39% 1.13% -0.26%
7
NLC India Limited
₹68.07 Cr
Power 5.01% 4.76% -0.25%
8
Aster DM Healthcare Limited
₹29.77 Cr
Healthcare Services 2.31% 2.08% -0.23%
9
Swiggy Limited
₹27.03 Cr
Retailing 2.11% 1.89% -0.22%
10
Piramal Finance Ltd
₹38.97 Cr
Finance 2.90% 2.73% -0.17%

Full Portfolio

35 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹68.07 Cr
Power
4.76%
2
₹67.81 Cr
Beverages
4.75%
3
₹65.96 Cr
Banks
4.62%
4
₹63.23 Cr
Automobiles
4.42%
5
₹59.30 Cr
Pharmaceuticals & Biotechnology
4.15%
6
₹53.92 Cr
Automobiles
3.77%
7
₹53.73 Cr
Consumer Durables
3.76%
8
₹53.32 Cr
Telecom - Services
3.73%
9
₹49.70 Cr
Entertainment
3.48%
10
₹48.52 Cr
Pharmaceuticals & Biotechnology
3.40%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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