44913
20327
Kotak Special Opportunities Fund - Regular Growth
9.04
1.79
5.95
6.70
2.29
1.61
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/kotak-mahindra-mf.png
7
1.09
9.04
Kotak Special Opportunities Fund - Regular (G)
1.09
9.04
1.04
3.5
1 Year
Kotak Special Opportunities Fund - Regular Growth
-
NAV
10.31
26 May 2026
-
0.82%
1 Day
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.14%
Expense Ratio -
1,429 Cr
Fund Size -
1 Years
Fund Age
SIP Calculator
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₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
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Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 26 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 9.04%
- 1.61
- -1.90Alpha
- 5.22SD
- 1.08Beta
- -0.89Sharpe
- Exit Load
- 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
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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. However, there is no assurance that the objective of the scheme will be achieved.
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moderate Moderate Moderately
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High
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High
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,707
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,535
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,365
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,470
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 1,648
20327
- Fund Name
-
- Other
- FoFs Domestic
- AUM - ₹ 945
-
Kotak Gold Fund Growth
- 35.54
-
- Other
- FoFs Domestic
- AUM - ₹ 6,693
-
- Other
- FoFs Overseas
- AUM - ₹ 4,215
-
- Other
- FoFs Overseas
- AUM - ₹ 1,540
-
- Other
- Index Fund
- AUM - ₹ 200
- Address :
- 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
-
- Contact :
- +91022 61152100
-
- Email ID :
- fundaccops@kotakmutual.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 16.22%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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Liquid Mutual
Gilt Mutual
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FAQs
Kotak Special Opportunities Fund - Regular Growth has delivered 0.90% since inception
The NAV of Kotak Special Opportunities Fund - Regular Growth is ₹10.169 as of 26 May 2026
The expense ratio of Kotak Special Opportunities Fund - Regular Growth is 2.14 % as of 26 May 2026
The AUM of Kotak Special Opportunities Fund - Regular Growth 1428.91 CR as of 26 May 2026
The minimum SIP amount of Kotak Special Opportunities Fund - Regular Growth is 100
The top stock holdings of Kotak Special Opportunities Fund - Regular Growth are
- NLC India - 4.76%
- Radico Khaitan - 4.75%
- IndusInd Bank - 4.62%
- Hero Motocorp - 4.42%
- Jubilant Pharmo - 4.15%
The top sectors Kotak Special Opportunities Fund - Regular Growth has invested in are
- - 0%