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

Kotak Special Opportunities IDCW Reinvest Direct Plan

NAV
₹10.0900
-0.53%
(24 Oct)
AUM
1,869 Cr
TER
0.67%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.2%
+6.2%
+6.2%
+5.0%
+1.7%
3Y
+32.4%
+32.4%
+32.4%
+31.7%
NA
5Y
+34.2%
+34.2%
+34.2%
+32.2%
NA
ALL
+12.2%
+12.2%
+12.2%
+16.7%
+0.7%
VOL
20.1%
20.1%
20.1%
20.2%
15.1%
TER
0.8%
0.8%
0.8%
0.9%
0.7%
AUM
₹5,521 Cr
₹5,521 Cr
₹5,521 Cr
₹1,418 Cr
₹1,869 Cr
INFO
0.60
0.60
0.60
0.83
0.05
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 Reinvest (DR)
₹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 Sep
Top holdings
Maruti Suzuki India Ltd
8.4%
Hero MotoCorp Ltd
6.1%
Radico Khaitan Ltd
4.6%
NLC India Ltd
3.9%
Jubilant Pharmova Ltd
3.8%
Poonawalla Fincorp Ltd
3.6%
Oracle Financial Services Software Ltd
3.2%
MTAR Technologies Ltd
3.0%
IndusInd Bank Ltd
3.0%
LIC Housing Finance Ltd
2.9%
Top industry exposure
Consumer Cyclical
22.4%
Industrials
14.9%
Financial Services
13.8%
Consumer Defensive
12.7%
Communication Services
9.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
22%
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