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

Kotak Special Opportunities IDCW Reinvest Direct Plan

NAV
₹9.0530
-1.89%
(25 Apr)
AUM
1,928 Cr
TER
0.65%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.0%
+3.9%
+3.9%
+3.9%
NA
3Y
+29.6%
+32.0%
+32.0%
+32.0%
NA
5Y
+33.5%
+33.3%
+33.3%
+33.3%
NA
ALL
+17.9%
+12.1%
+12.1%
+12.1%
-9.5%
VOL
18.0%
20.4%
20.4%
20.4%
16.8%
TER
0.6%
0.8%
0.8%
0.8%
0.7%
AUM
₹6,047 Cr
₹4,789 Cr
₹4,789 Cr
₹4,789 Cr
₹1,928 Cr
INFO
0.99
0.59
0.59
0.59
-0.56
See fund holdings as of 31st Mar
Top holdings
Maruti Suzuki India Ltd
7.5%
Wipro Ltd
4.4%
Hero MotoCorp Ltd
4.0%
Hindustan Unilever Ltd
3.8%
ITC Ltd
3.8%
Radico Khaitan Ltd
3.8%
Orient Cement Ltd
3.3%
Jyoti CNC Automation Ltd
3.3%
NLC India Ltd
3.2%
Tech Mahindra Ltd
2.9%
Top industry exposure
Consumer Cyclical
21.5%
Technology
14.5%
Consumer Defensive
14.3%
Industrials
12.9%
Financial Services
9.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
8%
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