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

Kotak Special Opportunities IDCW Payout Direct Plan

NAV
₹9.1580
-2.62%
(27 Jan)
AUM
2,265 Cr
TER
0.58%
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
+15.5%
+12.9%
+12.9%
+12.9%
NA
3Y
+31.7%
+32.8%
+32.8%
+32.8%
NA
5Y
+25.4%
+23.8%
+23.8%
+23.8%
NA
ALL
+16.4%
+11.7%
+11.7%
+11.7%
-8.4%
VOL
20.1%
20.3%
20.3%
20.3%
15.2%
TER
0.8%
0.8%
0.8%
0.8%
0.6%
AUM
₹1,286 Cr
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
₹2,265 Cr
INFO
0.82
0.57
0.57
0.57
-0.55
See fund holdings as of 31st Dec
Top holdings
Maruti Suzuki India Ltd
6.1%
Oracle Financial Services Software Ltd
4.8%
ITC Ltd
4.6%
Wipro Ltd
4.3%
Hero MotoCorp Ltd
3.8%
Hindustan Unilever Ltd
3.7%
Jyoti CNC Automation Ltd
3.6%
Radico Khaitan Ltd
3.5%
Marksans Pharma Ltd
3.3%
Orient Cement Ltd
3.0%
Top industry exposure
Consumer Cyclical
20.3%
Technology
16.2%
Consumer Defensive
14.4%
Industrials
12.7%
Healthcare
8.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
6%
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