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

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

9.717 (0.611%)

NAV on September 09, 2025

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 1,886 cr

Turnover Ratio 13.05%

Expense Ratio 0.67%

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

Returns

1M: 3.63%
1Y: -6.09%
3M: -0.56%
3Y: N/A
6M: 13.42%
5Y: N/A

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Abhishek Bisen (Since about 1 year) Devender Singhal (Since about 1 year)

ISIN INF174KA1SF3

Fund Family Kotak

P/E Ratio 23.70

P/B Ratio 2.98

Launch Date June 29, 2024

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 15.68%

Industrial 13.61%

Technology 11.64%

Basic Materials 3.41%

Consumer Cyclical 19.06%

Utilities Services 3.13%

Healthcare Services 9.68%

Energy Services 0.00%

Communication Services 9.01%

Consumer Defensive 13.54%

Real Estate 1.24%

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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