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

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

11.619 (0.034%)

NAV on August 14, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 1,479 cr

Turnover Ratio 13.05%

Expense Ratio 0.83%

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

Returns

1M: Positive return: 4.58%
1Y: Positive return: 23.82%
3M: Positive return: 11.33%
3Y: N/A
6M: Positive return: 18.74%
5Y: N/A

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

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

ISIN INF174KA1SF3

Fund Family Kotak

P/E Ratio 26.07

P/B Ratio 2.87

Launch Date June 29, 2024

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 16.88%

Industrial 17.77%

Technology 2.47%

Basic Materials 7.1%

Consumer Cyclical 19.07%

Utilities Services 3.65%

Healthcare Services 15.67%

Energy Services 0.00%

Communication Services 9.80%

Consumer Defensive 5.73%

Real Estate 1.87%

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