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Kotak Special Opportunities Fund - Regular Growth
11.08
-2.20
-0.43
9.19
15.73
2.97
7
1.11
11.08
Kotak Special Opportunities Fund - Regular (G)
1.13
12.6
1.04
3.5
1 Year

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  • NAV

    10.77

    27 Jul 2026

  • 1.40%

     1 Day

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 2.27%

    Expense Ratio

  • NA

     Rating

  • 1,461 Cr

    Fund Size

  • 2 Years

    Fund Age

SIP Calculator

SIP One-Time
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  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
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  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 27 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 11.08%
  • 2.97

Scheme Allocation

By Holding By Sector By Asset
4.76%
4.08%
4.00%
3.97%
3.92%
79.27%
View All

Advance Ratio

  • 4.18Alpha
  • 6.18SD
  • 1.21Beta
  • -0.05Sharpe

Exit Load & Tax Implication

  • 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.

Fund 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. However, there is no assurance that the objective of the scheme will be achieved.

Fund Managers

Devender Singhal

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com

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