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

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

11.826 (-0.177%)

NAV on September 25, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 1,702 cr

Turnover Ratio 13.05%

Expense Ratio 0.99%

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

Returns

1M: Positive return: 0.92%
1Y: Positive return: 19.43%
3M: Positive return: 8.83%
3Y: N/A
6M: Positive return: 28.96%
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 23.82

P/B Ratio 3.14

Launch Date June 29, 2024

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 14.68%

Industrial 21.38%

Technology 4.92%

Basic Materials 6.37%

Consumer Cyclical 17.06%

Utilities Services 3.0%

Healthcare Services 17.50%

Energy Services 0.00%

Communication Services 11.61%

Consumer Defensive 1.74%

Real Estate 1.74%

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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