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

Kotak Special Opportunities Growth Direct Plan

NAV
₹10.7110
-0.16%
(27 Sep)
AUM
2,395 Cr
TER
0.62%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+72.1%
+68.5%
+67.1%
+63.3%
NA
3Y
+38.4%
+41.5%
+41.2%
+37.8%
NA
5Y
+31.8%
+28.6%
NA
+33.3%
NA
ALL
+18.8%
+13.4%
+33.1%
+19.1%
+7.1%
VOL
19.6%
20.3%
22.8%
18.2%
12.3%
TER
0.8%
0.7%
0.5%
1.2%
0.6%
AUM
₹1,593 Cr
₹4,851 Cr
₹5,946 Cr
₹6,143 Cr
₹2,395 Cr
INFO
0.96
0.66
1.45
1.05
0.58
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 Aug
Top holdings
Maruti Suzuki India Ltd
6.6%
ITC Ltd
4.8%
Hero MotoCorp Ltd
4.7%
Oracle Financial Services Software Ltd
4.6%
Hindustan Unilever Ltd
4.2%
Wipro Ltd
3.6%
Radico Khaitan Ltd
3.4%
Jyoti CNC Automation Ltd
3.1%
Dabur India Ltd
3.1%
PVR INOX Ltd
3.0%
Top industry exposure
Consumer Cyclical
22.4%
Consumer Defensive
15.4%
Technology
15.3%
Financial Services
9.3%
Industrials
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
0%
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