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

Kotak Special Opportunities IDCW Payout Direct Plan

NAV
₹9.7910
-0.54%
(24 Feb)
AUM
1,424 Cr
TER
0.79%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+33.4%
+33.4%
+33.4%
+30.3%
+13.4%
3Y
+37.1%
+37.1%
+37.1%
+34.1%
NA
5Y
+29.5%
+29.5%
+29.5%
+27.6%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.7%
-1.3%
VOL
20.0%
20.0%
20.0%
20.1%
15.0%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹1,424 Cr
INFO
0.64
0.64
0.64
0.83
-0.08
See fund holdings as of 31st Jan
Top holdings
Hero MotoCorp Ltd
7.3%
Maruti Suzuki India Ltd
6.9%
IndusInd Bank Ltd
4.8%
NLC India Ltd
4.6%
Jubilant Pharmova Ltd
4.5%
Indus Towers Ltd Ordinary Shares
4.2%
Radico Khaitan Ltd
4.0%
Jyoti CNC Automation Ltd
3.4%
PVR INOX Ltd
3.3%
Oracle Financial Services Software Ltd
3.2%
Top industry exposure
Consumer Cyclical
21.4%
Industrials
15.7%
Healthcare
13.4%
Financial Services
12.7%
Communication Services
10.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
29%
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