Kotak Special Opportunities Fund Direct Growth
3Y Annualised
N/A
-0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.13%
-0.23% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 10 months
8 years 4 months
9 years 7 months
Fund info
Fund size
₹1461.10 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹100
Exit load
0%
For redemption / switch out within 90days from the date of allotment: 0.5%If units are redeemed or switched outon or after 90 days from the date ofallotment -Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Groww Nifty Realty ETF
2nd
Mirae Asset Nifty India Internet ETF
3rd
Groww Nifty India Internet ETF
4th
Motilal Oswal Business Cycle Fund Direct Reinvestment Inc Dist cum Cap Wdrl
5th
Motilal Oswal Business Cycle Fund Direct Payout Inc Dist cum Cap Wdrl
247th
Kotak Special Opportunities Fund Direct Growth
Fund Managers
About Kotak Special Opportunities Fund Direct Growth
Kotak Special Opportunities Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 2 years, having been launched on 2024-06-29. Kotak Special Opportunities Fund Direct Growth has ₹1461.10 Cr worth of assets under management (AUM) as of Mon Jul 27 2026. The latest Net Asset Value (NAV) of Kotak Special Opportunities Fund Direct Growth as of Mon Jul 13 2026 is ₹11.22. The fund has an expense ratio of 0.8%, which is medium comparable to most other Equity funds.
Kotak Special Opportunities Fund Direct Growth returns for the last 1 year are 15.49%. Since launch, it has delivered 5.81% average annual returns.
The Kotak Special Opportunities Fund Direct Growth has the majority of its money invested in Healthcare, Consumer Cyclical, Utilities, Financial Services, Basic Materials, Consumer Defensive, Industrials sectors.
Top 5 Holdings of Kotak Special Opportunities Fund Direct Growth.
- Marksans Pharma Ltd: 4.76%
- Jubilant Pharmova Ltd: 4.08%
- Hero MotoCorp Ltd: 4.00%
- NLC India Ltd: 3.97%
- IndusInd Bank Ltd: 3.92%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2024-06-29 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Special Opportunities Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
