← Kotak Mutual Fund

Kotak Special Opportunities Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
40
Jul 2026
Equity Holdings
₹1,469.88 Cr
Equity only, excl. debt & cash
AAUM
₹1,400.52 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.7%
Diversified
Top 10 Weight
36.6%
Diversified
Changes
38
4 new · 1 exits
Top Sector
Banks
11.3% of portfolio
Launch Date
10 Jun 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,400.52 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Kotak Special Opportunities Fund made 4 new additions and exited 1 stock this month. The biggest new buy was Indo-MIM Limited (Industrial Manufacturing) at 2.13% weight. KSH International Limited was the biggest exit (Industrial Products), which was held at 0.60%. Among existing holdings, Swiggy Limited saw the biggest increase — now at 2.99% of the portfolio. Marksans Pharma Limited was trimmed the most, now at 3.08%. Hero MotoCorp Limited remains the top holding with Banks the dominant sector at 11.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 12.3% 12.0% -0.3%
Pharmaceuticals & Biotechnology 11.1% 11.7% +0.6%
Automobiles 10.4% 10.5% +0.1%
Healthcare Services 7.5% 7.7% +0.2%
Consumer Durables 7.6% 7.5% -0.1%
Industrial Products 6.9% 7.4% +0.5%
Entertainment 6.0% 5.9% -0.1%
Finance 5.2% 5.7% +0.6%
Power 4.4% 4.0% -0.4%
Leisure Services 3.5% 3.9% +0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 12.0% 11.3% -0.7%
Automobiles 10.5% 10.7% +0.2%
Pharmaceuticals & Biotechnology 11.7% 9.6% -2.1%
Consumer Durables 7.5% 7.5% 0.0%
Industrial Manufacturing 3.2% 6.4% +3.2%
Entertainment 5.9% 6.3% +0.4%
Healthcare Services 7.7% 6.0% -1.7%
Industrial Products 7.4% 5.7% -1.7%
Finance 5.7% 5.4% -0.3%
Leisure Services 3.9% 4.1% +0.2%
🟢
Biggest New Buy
Indo-MIM Limited
2.13% weight · Industrial Manufacturing
🔴
Biggest Exit
KSH International Limited
0.60% was held · Industrial Products
Biggest Add
Swiggy Limited
+1.43% · now 2.99%
Biggest Trim
Marksans Pharma Limited
-1.68% · now 3.08%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Sun Pharmaceutical Industries Limited 31 funds
Sun Pharmaceutical Industries Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
MTAR Technologies Limited 10 funds
MTAR Technologies Limited
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH
Union Innovation & Opportunities Fund - Direct Plan - Growth Option
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option + more
MV ELECTROSYSTEMS LTD 2 funds
MV ELECTROSYSTEMS LTD
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Kotak Manufacture in India Fund - Direct Plan Growth

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries 🔴 1 Exit ↑ 15 Increased ↓ 18 Decreased
#StockSectorWeight (Jul 2026)
1
Indo-MIM Limited
₹31.53 Cr
Industrial Manufacturing 2.13%
2
MTAR Technologies Limited
₹17.18 Cr
Aerospace & Defense 1.16%
3
MV ELECTROSYSTEMS LTD
₹14.32 Cr
Industrial Manufacturing 0.97%
4
Sun Pharmaceutical Industries Limited
₹8.96 Cr
Pharmaceuticals & Biotechnology 0.61%
#StockSectorLast Weight (Jun 2026)
1
KSH International Limited
₹8.70 Cr
Industrial Products 0.60%
#StockSectorJun 2026Jul 2026Change
1
Swiggy Limited
₹44.15 Cr
Retailing 1.56% 2.99% +1.43%
2
PVR INOX Limited
₹52.57 Cr
Entertainment 3.06% 3.56% +0.50%
3
Maruti Suzuki India Limited
₹64.76 Cr
Automobiles 3.91% 4.38% +0.47%
4
Hero MotoCorp Limited
₹65.71 Cr
Automobiles 4.00% 4.44% +0.44%
5
Jana Small Finance Bank Ltd
₹32.53 Cr
Banks 1.81% 2.20% +0.39%
6
Graphite India Limited
₹26.26 Cr
Industrial Products 1.47% 1.78% +0.31%
7
Indigo Paints Limited
₹41.08 Cr
Consumer Durables 2.57% 2.78% +0.21%
8
United Foodbrands Ltd
₹32.85 Cr
Leisure Services 2.04% 2.22% +0.18%
9
Poonawalla Fincorp Limited
₹43.49 Cr
Finance 2.83% 2.94% +0.11%
10
Jyoti CNC Automation Ltd
₹49.05 Cr
Industrial Manufacturing 3.22% 3.32% +0.10%
#StockSectorJun 2026Jul 2026Change
1
Marksans Pharma Limited
₹45.48 Cr
Pharmaceuticals & Biotechnology 4.76% 3.08% -1.68%
2
Aster DM Healthcare Limited
₹17.35 Cr
Healthcare Services 2.23% 1.17% -1.06%
3
Jubilant Pharmova Limited
₹45.17 Cr
Pharmaceuticals & Biotechnology 4.08% 3.05% -1.03%
4
CMR Green Technologies Limited
₹11.58 Cr
Industrial Products 1.79% 0.78% -1.01%
5
Bandhan Bank Limited
₹30.47 Cr
Banks 2.79% 2.06% -0.73%
6
Ola Electric Mobility Ltd
₹27.06 Cr
Automobiles 2.55% 1.83% -0.72%
7
Park Medi World Limited
₹45.75 Cr
Healthcare Services 3.66% 3.09% -0.57%
8
Piramal Finance Ltd
₹37.00 Cr
Finance 2.89% 2.50% -0.39%
9
Carborundum Universal Limited
₹46.81 Cr
Industrial Products 3.55% 3.17% -0.38%
10
IndusInd Bank Limited
₹52.65 Cr
Banks 3.92% 3.56% -0.36%

What Stocks Does This Fund Hold?

40 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹65.71 Cr
Automobiles
4.44%
2
₹64.76 Cr
Automobiles
4.38%
3
₹53.82 Cr
Beverages
3.64%
4
₹53.62 Cr
Power
3.63%
5
₹52.57 Cr
Entertainment
3.56%
6
₹52.65 Cr
Banks
3.56%
7
₹51.69 Cr
Consumer Durables
3.50%
8
₹50.87 Cr
Telecom - Services
3.44%
9
₹49.05 Cr
Industrial Manufacturing
3.32%
10
₹46.81 Cr
Industrial Products
3.17%
🏆 Top stocks held by Equity funds
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🏦 Kotak Mutual Fund — Portfolio & Holdings
See all funds managed by Kotak Mutual Fund — conviction stocks, monthly entries & exits

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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