Kotak Special Opportunities Fund Regular Growth
3Y Annualised
N/A
-0.48% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.40%
-0.48% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
6 years 4 months
9 years 7 months
Fund info
Fund size
₹2123.78 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹100
Exit load
0%
For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About Kotak Special Opportunities Fund Regular Growth
Kotak Special Opportunities Fund Regular Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 0 years, having been launched on 2024-06-29. Kotak Special Opportunities Fund Regular Growth has ₹2123.78 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of Kotak Special Opportunities Fund Regular Growth as of Wed Mar 12 2025 is ₹8.348. The fund has an expense ratio of 2.04%, which is medium comparable to most other Equity funds.
Kotak Special Opportunities Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered -16.52% average annual returns.
The Kotak Special Opportunities Fund Regular Growth has the majority of its money invested in Consumer Cyclical, Technology, Consumer Defensive, Basic Materials, Industrials sectors.
Top 5 Holdings of Kotak Special Opportunities Fund Regular Growth.
- Maruti Suzuki India Ltd: 7.41%
- Wipro Ltd: 4.70%
- ITC Ltd: 4.57%
- Hero MotoCorp Ltd: 4.26%
- Hindustan Unilever Ltd: 4.23%
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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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