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Mutual FundsKotak Special Opportunities Fund Direct - Growth

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Kotak Special Opportunities Fund Direct - Growth

EquitySectoral / Thematic

1 Year Returns

15.81%profit

NAV (₹) on 04 Mar 2026

9.3930

1 Day NAV Change (₹)

-0.2020
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

Kotak Special Opportunities Fund Direct - Growth is a Equity mutual fund scheme launched on 29 Jun 2024. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.54 L

15.81%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 53,948 (8.99%)

Maturity Value

₹ 6,53,948

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP
Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹1,424.00 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 10.3660

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 100.00

AUM (in Cr.)

₹ 1,424.00

Expense Ratio

0.79%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 8.3490

Inception Date

29 Jun 2024

Fund Age

1 Yrs

Benchmark

Nifty 500 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

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

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Abhishek Bisen

Name

Abhishek Bisen

Qualification

B.A., and MBA (Finance)

Devender Singhal

Name

Devender Singhal

Qualification

B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.

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

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Kotak Mahindra Mutual Fund

Funds Managed

91

Assets Managed (₹ Cr)

₹ 5,69,948.30

Contact Details

telephone 022 61152100

Registered Address

locate

27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.

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FAQs

Kotak Special Opportunities Fund was launched on 29 Jun 2024.
The current NAV of Kotak Special Opportunities Fund is ₹9.3930 as of 04 Mar 2026.
The latest value of AUM of Kotak Special Opportunities Fund is ₹1,424.00 crores as of 04 Mar 2026.
The return on investment of Kotak Special Opportunities Fund is:
  • In the past 1Y: 15.81%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Kotak Special Opportunities Fund is 0.79%.
The exit load of Kotak Special Opportunities Fund is as follows:
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
The portfolio of Kotak Special Opportunities Fund includes:
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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Kotak Special Opportunities Fund is Very High.
The fund manager of Kotak Special Opportunities Fund is Abhishek Bisen, Devender Singhal.
If you wish to invest in Kotak Special Opportunities Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Kotak Special Opportunities Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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