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

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

9.576 (0.832%)

NAV on January 22, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 1,739 cr

Turnover Ratio 13.05%

Expense Ratio 0.75%

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

Returns

1M: -5.77%
1Y: 1.72%
3M: -5.44%
3Y: N/A
6M: -1.83%
5Y: N/A

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

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

ISIN INF174KA1SF3

Fund Family Kotak

P/E Ratio 26.32

P/B Ratio 3.26

Launch Date June 29, 2024

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 11.53%

Industrial 15.53%

Technology 4.97%

Basic Materials 6.42%

Consumer Cyclical 22.59%

Utilities Services 3.97%

Healthcare Services 13.02%

Energy Services 0.00%

Communication Services 11.68%

Consumer Defensive 8.72%

Real Estate 1.57%

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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