Item: Kotak Special Opportunities Fund Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Special Opportunities Fund Direct Growth

11.342 (0.274%)

NAV on October 16, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 1,920 cr

Turnover Ratio 13.05%

Expense Ratio 0.99%

Exit Load 0.50%if redeemed within
90 Days0.00%if redeemed after 90 Days

Returns

1M: Negative return: -0.34%
1Y: Positive return: 12.95%
3M: Positive return: 0.61%
3Y: N/A
6M: Positive return: 16.34%
5Y: N/A

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Abhishek Bisen (Since about 2 years) Devender Singhal (Since over 2 years)

ISIN INF174KA1SF3

Fund Family Kotak

P/E Ratio 22.30

P/B Ratio 3.21

Launch Date June 29, 2024

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 13.2%

Industrial 27.21%

Technology 5.81%

Basic Materials 6.3%

Consumer Cyclical 14.88%

Utilities Services 2.52%

Healthcare Services 15.07%

Energy Services 0.00%

Communication Services 12.29%

Consumer Defensive 1.30%

Real Estate 1.42%

INVESTMENT 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

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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