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

Kotak Special Opportunities IDCW Payout Direct Plan

NAV
₹10.1880
+1.18%
(2 Jan)
AUM
2,328 Cr
TER
0.56%
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
+27.9%
+25.6%
+25.6%
+25.6%
NA
3Y
+35.1%
+37.0%
+37.0%
+37.0%
NA
5Y
+28.0%
+25.1%
+25.1%
+25.1%
NA
ALL
+17.2%
+12.3%
+12.3%
+12.3%
+1.9%
VOL
20.0%
20.3%
20.3%
20.3%
13.7%
TER
0.8%
0.7%
0.7%
0.7%
0.6%
AUM
₹1,345 Cr
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
₹2,328 Cr
INFO
0.86
0.61
0.61
0.61
0.14
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 IDCW Payout (DP)
₹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 30th Nov
Top holdings
Maruti Suzuki India Ltd
6.1%
Oracle Financial Services Software Ltd
5.0%
ITC Ltd
4.4%
Hero MotoCorp Ltd
4.3%
Wipro Ltd
4.0%
Hindustan Unilever Ltd
3.9%
Marksans Pharma Ltd
3.7%
Jyoti CNC Automation Ltd
3.2%
Radico Khaitan Ltd
3.2%
PVR INOX Ltd
3.2%
Top industry exposure
Consumer Cyclical
20.5%
Technology
16.1%
Consumer Defensive
14.1%
Financial Services
10.4%
Industrials
9.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
2%
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