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

Kotak Special Opportunities Growth Direct Plan

NAV
₹10.1850
-1.23%
(12 Dec)
AUM
2,275 Cr
TER
0.56%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+45.9%
+45.8%
+41.0%
+36.9%
NA
3Y
+36.8%
+38.1%
+35.8%
+37.0%
NA
5Y
+31.3%
+27.8%
+33.3%
NA
NA
ALL
+18.3%
+12.9%
+18.5%
+30.2%
+1.9%
VOL
19.6%
20.3%
18.1%
22.7%
14.0%
TER
0.8%
0.7%
1.2%
0.5%
0.6%
AUM
₹1,345 Cr
₹4,686 Cr
₹6,779 Cr
₹5,456 Cr
₹2,275 Cr
INFO
0.93
0.64
1.02
1.33
0.13
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Special Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Maruti Suzuki India Ltd
6.2%
Oracle Financial Services Software Ltd
4.8%
ITC Ltd
4.7%
Hero MotoCorp Ltd
4.6%
Hindustan Unilever Ltd
4.0%
Wipro Ltd
3.9%
PVR INOX Ltd
3.3%
Marksans Pharma Ltd
3.2%
Radico Khaitan Ltd
3.1%
Orient Cement Ltd
3.1%
Top industry exposure
Consumer Cyclical
21.3%
Technology
15.7%
Consumer Defensive
14.6%
Financial Services
11.0%
Industrials
9.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
2%
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