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

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

9.393 (-2.105%)

NAV on March 04, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 1,424 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: -3.15%
1Y: 13.57%
3M: -8.34%
3Y: N/A
6M: -2.23%
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 23.49

P/B Ratio 2.90

Launch Date June 29, 2024

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 12.93%

Industrial 15.98%

Technology 5.21%

Basic Materials 5.35%

Consumer Cyclical 21.7%

Utilities Services 4.69%

Healthcare Services 13.59%

Energy Services 0.00%

Communication Services 10.70%

Consumer Defensive 8.27%

Real Estate 1.59%

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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