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Kotak Special Opportunities Fund - Direct Plan - Growth Option is an equity scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.89% on assets of ₹1,429Cr. The fund is currently managed by Mr. Abhishek Bisen, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 67% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| NLC INDIA LIMITED | Utilities | 4.76% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 4.75% |
| INDUSIND BANK LIMITED | Financial Services | 4.62% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 4.42% |
| JUBILANT PHARMOVA LIMITED | Healthcare | 4.15% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 3.77% |
| INDUS TOWERS LIMITED | Communication Services | 3.73% |
| MARKSANS PHARMA LTD. | Healthcare | 3.40% |
| SUN TV NETWORK LIMITED | Communication Services | 3.38% |
| Azad Engineering Limited | Industrials | 3.33% |
| Jyoti CNC Automation Ltd | Industrials | 3.18% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 3.13% |
| CARBORUNDUM UNIVERSAL LIMITED | Industrials | 2.93% |
| AVANTI FEEDS LIMITED | Consumer Defensive | 2.90% |
| BANDHAN BANK LIMITED | Financial Services | 2.80% |
| POONAWALLA FINCORP LIMITED | Financial Services | 2.74% |
| INDIGO PAINTS LIMITED | Basic Materials | 2.22% |
| Sapphire Foods India Limited | Consumer Cyclical | 2.19% |
| Ola Electric Mobility Ltd | Consumer Cyclical | 2.17% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 2.08% |
| GRAPHITE INDIA LIMITED | Industrials | 1.98% |
| JANA SMALL FINANCE BANK LIMITED | Financial Services | 1.97% |
| THE JAMMU AND KASHMIR BANK LIMITED | Financial Services | 1.90% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.89% |
| ORCHID PHARMA LIMITED | Healthcare | 1.87% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 6 | 17.89% |
| Healthcare | 5 | 15.87% |
| Capital Goods | — | 13.97% |
| Automobile and Auto Components | — | 10.36% |
| Fast Moving Consumer Goods | — | 7.65% |
| Consumer Durables | — | 7.44% |
| Media, Entertainment & Publication | — | 6.86% |
| Power | — | 4.76% |
| Consumer Services | — | 4.08% |
| Telecommunication | — | 3.73% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.27% | -3.02% | 1.63% | 8.97% | 18.73% | 58.9% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 40.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| Samco Special Opportunities Fund - Direct Plan - Growth | Samco Mutual Fund | ₹126 Cr | 0.93% | — | — | 2★ |