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

Kotak Special Opportunities IDCW Payout Direct Plan

NAV
₹8.4950
-1.47%
(27 Feb)
AUM
2,124 Cr
TER
0.62%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
-4.4%
-4.4%
-4.4%
-6.8%
NA
3Y
+31.2%
+31.2%
+31.2%
+29.1%
NA
5Y
+23.2%
+23.2%
+23.2%
+22.3%
NA
ALL
+11.1%
+11.1%
+11.1%
+15.4%
-13.8%
VOL
20.3%
20.3%
20.3%
20.2%
15.6%
TER
0.8%
0.8%
0.8%
0.8%
0.6%
AUM
₹4,543 Cr
₹4,543 Cr
₹4,543 Cr
₹1,230 Cr
₹2,124 Cr
INFO
0.54
0.54
0.54
0.77
-0.88
See fund holdings as of 31st Jan
Top holdings
Maruti Suzuki India Ltd
7.4%
Wipro Ltd
4.7%
ITC Ltd
4.6%
Hero MotoCorp Ltd
4.3%
Hindustan Unilever Ltd
4.2%
Orient Cement Ltd
3.2%
Tech Mahindra Ltd
3.2%
Oracle Financial Services Software Ltd
3.1%
Radico Khaitan Ltd
3.1%
Jyoti CNC Automation Ltd
3.1%
Top industry exposure
Consumer Cyclical
21.4%
Technology
15.3%
Consumer Defensive
14.7%
Industrials
13.2%
Financial Services
8.5%
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