← Kotak Mutual Fund

Kotak Special Opportunities Fund - Direct Plan - Growth Option

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
36
May 2026
Equity Holdings
₹1,422.87 Cr
Equity only, excl. debt & cash
Top 5 Weight
21.4%
Diversified
Top 10 Weight
40.4%
Moderate
Changes
36
1 new · 0 exits
Top Sector
Banks
12.3% of portfolio
📋 What Happened This Month Kotak Special Opportunities Fund added 1 new stock to its portfolio this month. The biggest new buy was EQ - UNITED FOODBRANDS LTD (Leisure Services) at 1.56% weight. Among existing holdings, Marksans Pharma Limited saw the biggest increase — now at 4.45% of the portfolio. KSH International Limited was trimmed the most, now at 1.67%. Marksans Pharma Limited remains the top holding with Banks the dominant sector at 12.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 12.4% 12.3% -0.1%
Pharmaceuticals & Biotechnology 9.4% 11.1% +1.7%
Automobiles 10.4% 10.4% +0.1%
Consumer Durables 7.4% 7.6% +0.1%
Healthcare Services 6.5% 7.5% +1.0%
Industrial Products 7.5% 6.9% -0.6%
Entertainment 6.9% 6.0% -0.9%
Finance 5.5% 5.2% -0.3%
Power 4.8% 4.4% -0.4%
Beverages 4.8% 4.1% -0.7%
🟢
Biggest New Buy
EQ - UNITED FOODBRANDS LTD
1.56% weight · Leisure Services
Biggest Add
Marksans Pharma Limited
+1.05% · now 4.45%
Biggest Trim
KSH International Limited
-0.88% · now 1.67%
🤝 Other funds also bought this month
EQ - UNITED FOODBRANDS LTD 1 fund
EQ - UNITED FOODBRANDS LTD
Kotak Consumption Fund - Direct plan - Growth Option

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry ↑ 17 Increased ↓ 18 Decreased
#StockSectorWeight (May 2026)
1
EQ - UNITED FOODBRANDS LTD
₹22.20 Cr
Leisure Services 1.56%
#StockSectorApr 2026May 2026Change
1
Marksans Pharma Limited
₹63.46 Cr
Pharmaceuticals & Biotechnology 3.40% 4.45% +1.05%
2
Park Medi World Limited
₹51.56 Cr
Healthcare Services 2.88% 3.62% +0.74%
3
Orchid Pharma Limited
₹33.90 Cr
Pharmaceuticals & Biotechnology 1.87% 2.38% +0.51%
4
Indigo Paints Limited
₹36.62 Cr
Consumer Durables 2.22% 2.57% +0.35%
5
Indus Towers Limited
₹57.49 Cr
Telecom - Services 3.73% 4.04% +0.31%
6
Ola Electric Mobility Ltd
₹35.27 Cr
Automobiles 2.17% 2.48% +0.31%
7
Carborundum Universal Limited
₹45.28 Cr
Industrial Products 2.93% 3.18% +0.25%
8
Yatharth Hospital & Trauma Care Serv Ltd
₹24.69 Cr
Healthcare Services 1.49% 1.73% +0.24%
9
The Jammu & Kashmir Bank Limited
₹29.61 Cr
Banks 1.90% 2.08% +0.18%
10
Jana Small Finance Bank Ltd
₹30.49 Cr
Banks 1.97% 2.14% +0.17%
#StockSectorApr 2026May 2026Change
1
KSH International Limited
₹23.84 Cr
Industrial Products 2.55% 1.67% -0.88%
2
Radico Khaitan Limited
₹58.43 Cr
Beverages 4.75% 4.10% -0.65%
3
IndusInd Bank Limited
₹56.69 Cr
Banks 4.62% 3.98% -0.64%
4
Jyoti CNC Automation Ltd
₹36.15 Cr
Industrial Manufacturing 3.18% 2.54% -0.64%
5
Sun TV Network Limited
₹40.02 Cr
Entertainment 3.38% 2.81% -0.57%
6
Oracle Financial Services Software Limited
₹37.37 Cr
IT - Software 3.13% 2.62% -0.51%
7
Azad Engineering Ltd
₹41.14 Cr
Electrical Equipment 3.33% 2.89% -0.44%
8
NLC India Limited
₹62.56 Cr
Power 4.76% 4.39% -0.37%
9
PVR INOX Limited
₹44.76 Cr
Entertainment 3.48% 3.14% -0.34%
10
Sapphire Foods India Limited
₹27.56 Cr
Leisure Services 2.19% 1.93% -0.26%

What Stocks Does This Fund Hold?

36 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹63.46 Cr
Pharmaceuticals & Biotechnology
4.45%
2
₹62.56 Cr
Power
4.39%
3
₹61.09 Cr
Pharmaceuticals & Biotechnology
4.29%
4
₹59.82 Cr
Automobiles
4.20%
5
₹58.43 Cr
Beverages
4.10%
6
₹57.49 Cr
Telecom - Services
4.04%
7
₹56.69 Cr
Banks
3.98%
8
₹53.16 Cr
Automobiles
3.73%
9
₹51.56 Cr
Healthcare Services
3.62%
10
₹51.53 Cr
Consumer Durables
3.62%
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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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