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

Kotak Special Opportunities Growth Direct Plan

NAV
₹9.5500
-1.64%
(25 Jul)
AUM
2,117 Cr
TER
0.67%
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
+3.7%
-5.0%
-5.3%
-5.7%
-8.8%
3Y
+33.3%
NA
+36.4%
+36.5%
+33.9%
5Y
+31.0%
NA
+31.1%
+29.5%
+32.2%
ALL
+18.3%
-4.2%
+12.0%
+17.1%
+25.6%
VOL
16.3%
15.8%
20.3%
19.8%
22.5%
TER
0.5%
0.7%
0.8%
0.9%
0.5%
AUM
₹7,200 Cr
₹2,117 Cr
₹5,427 Cr
₹1,439 Cr
₹5,687 Cr
INFO
1.12
-0.27
0.59
0.86
1.14
See fund holdings as of 30th Jun
Top holdings
Maruti Suzuki India Ltd
7.4%
Hero MotoCorp Ltd
4.2%
Wipro Ltd
4.0%
Jubilant Pharmova Ltd
3.7%
Radico Khaitan Ltd
3.7%
ITC Ltd
3.5%
Tech Mahindra Ltd
3.2%
Triparty Repo
3.1%
Marksans Pharma Ltd
3.1%
IndusInd Bank Ltd
3.1%
Top industry exposure
Consumer Cyclical
21.3%
Industrials
13.3%
Financial Services
13.3%
Technology
12.8%
Consumer Defensive
11.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
23%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 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