Kotak Special Opportunities Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Special Opportunities Growth Direct Plan

NAV
₹9.8010
+0.37%
(30 Jun)
AUM
2,089 Cr
TER
0.66%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+0.5%
-2.0%
-2.0%
-3.4%
-4.2%
3Y
+39.9%
NA
+40.9%
+37.9%
+37.6%
5Y
+31.9%
NA
+30.8%
+33.3%
+34.1%
ALL
+12.3%
-2.0%
+17.5%
+26.6%
+16.0%
VOL
20.3%
16.2%
19.8%
22.6%
19.2%
TER
0.8%
0.7%
0.9%
0.5%
0.9%
AUM
₹5,259 Cr
₹2,089 Cr
₹1,394 Cr
₹5,582 Cr
₹7,417 Cr
INFO
0.60
-0.12
0.88
1.17
0.83
See fund holdings as of 31st May
Top holdings
Maruti Suzuki India Ltd
7.4%
Hero MotoCorp Ltd
4.3%
Wipro Ltd
3.8%
Jyoti CNC Automation Ltd
3.8%
Radico Khaitan Ltd
3.6%
ITC Ltd
3.6%
Orient Cement Ltd
3.2%
Marksans Pharma Ltd
3.2%
Tech Mahindra Ltd
3.0%
NLC India Ltd
2.9%
Top industry exposure
Consumer Cyclical
21.5%
Technology
14.8%
Industrials
14.0%
Financial Services
11.5%
Consumer Defensive
9.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
15%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is 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
Fund manager(s)
Abhishek Bisen
Devender Singhal

FAQs