HealthyDirect · Growth
Kotak Special Opportunities Fund
Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ Thematic2.2 years
The scheme seeks to generate long term capital appreciation by investing predominantly in opportunities presented by Special Situations such as Company Specific Event/Developments, Corporate Restructuring, Government Policy change and/or Regulatory changes, Technology led Disruption/ Innovation or companies going through temporary but unique challenges and other similar instances.
- NAV
- 11.366
- 15 Sept 2026
- 1Y
- +18.5%
- Trailing CAGR
- Upside capture
- +146%
- Vs NIFTY 500 TRI
- Downside capture
- +106%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+18.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+7.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+27.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +7.1%
- Calendar-day CAGR
- Excess 1Y
- +12.4%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +18.6%
- Fund minus TRI
- 3Y excess
- n/a
- Fund minus TRI
- Upside capture
- +146%
- Benchmark-up months
- Downside capture
- +106%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 28 days
- 19 recovered episodes
- Longest recovery
- 469 days
- Trough to prior peak
- Current spell
- 3 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
24 Sept 2024 – 15 Jun 2026
Trough 3 Mar 2025 · recovered in 469 days
-23.1%
31 Jul 2024 – 22 Aug 2024
Trough 6 Aug 2024 · recovered in 16 days
-5.1%
16 Jul 2026 – 3 Aug 2026
Trough 23 Jul 2026 · recovered in 11 days
-3.3%
24 Aug 2026 – 8 Sept 2026
Trough 2 Sept 2026 · recovered in 6 days
-2.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
63
Vs category
100
Consistency
45
Risk-adjusted
34
Drawdown
42
Mean
57
Portfolio
31 Aug 2026 · 41 holdings · top 10 are 36.6%.
- Top 5
- 19.7%
- Top 10
- 36.6%
- Largest holding
- 5.8%
- Effective holdings
- 35.8
Repo
Unspecified
5.8%
Hero Motocorp Ltd
Consumer Discretionary
3.9%
Maruti Suzuki India Ltd
Consumer Discretionary
3.6%
Jyoti CNC Automation Ltd.
Industrials
3.5%
Marksans Pharma Ltd
Healthcare
3.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility