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

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

10.751 (0.731%)

NAV on June 15, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 1,425 cr

Turnover Ratio 13.05%

Expense Ratio 0.79%

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

Returns

1M: 3.35%
1Y: 12.16%
3M: 18.83%
3Y: N/A
6M: 5.53%
5Y: N/A

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Abhishek Bisen (Since almost 2 years) Devender Singhal (Since almost 2 years)

ISIN INF174KA1SF3

Fund Family Kotak

P/E Ratio 26.52

P/B Ratio 2.73

Launch Date June 29, 2024

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 17.49%

Industrial 14.81%

Technology 2.63%

Basic Materials 6.19%

Consumer Cyclical 17.09%

Utilities Services 4.4%

Healthcare Services 18.62%

Energy Services 0.00%

Communication Services 10.00%

Consumer Defensive 6.97%

Real Estate 1.80%

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.

View Factsheet