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Kotak Special Opportunities Fund Direct Growth
NAV: 12 Jun '26
₹10.67
Min. for SIP
₹100
Fund size (AUM)
₹1,424.74 Cr
Expense ratio
0.80%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,575 | +3.83% | |
| 6 months | ₹30,000 | ₹31,564 | +5.21% | |
| 1 year | ₹60,000 | ₹63,247 | +5.41% |
Holdings (37)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| NLC India Ltd | Energy & Utilities | Equity | 4.76% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 4.75% |
| Indusind Bank Ltd | Financial | Equity | 4.62% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 4.42% |
| Jubilant Pharmova Ltd | Healthcare | Equity | 4.15% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 3.77% |
| Midwest Ltd. | Materials | Equity | 3.76% |
| Indus Towers Ltd | Technology | Equity | 3.73% |
| PVR Ltd | Consumer Discretionary | Equity | 3.48% |
| Marksans Pharma Ltd | Healthcare | Equity | 3.40% |
| Sun TV Network Ltd | Consumer Discretionary | Equity | 3.38% |
| Azad Engineering Ltd. | Industrials | Equity | 3.33% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 3.18% |
| Oracle Financial Services Software Ltd | Technology | Equity | 3.13% |
| Carborundum Universal Ltd | Materials | Equity | 2.93% |
| Avanti Feeds Ltd | Consumer Staples | Equity | 2.90% |
| Park Medi World Ltd. | Healthcare | Equity | 2.88% |
| Bandhan Bank Ltd | Financial | Equity | 2.80% |
| Poonawalla Fincorp Ltd | Financial | Equity | 2.74% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 2.73% |
| KSH International Ltd. | Industrials | Equity | 2.55% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 2.45% |
| Indigo Paints Ltd | Materials | Equity | 2.22% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 2.19% |
| Ola Electric Mobility Ltd. | Consumer Discretionary | Equity | 2.17% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 2.08% |
| Graphite India Ltd | Industrials | Equity | 1.98% |
| JANALAKSHMI FINANCIAL SERVICES PRIVATE LTD EQ CLASS A | Financial | Equity | 1.97% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.90% |
| Swiggy Ltd. | Technology | Equity | 1.89% |
| Orchid Pharma Ltd | Healthcare | Equity | 1.87% |
| Oberoi Realty Ltd | Real Estate | Equity | 1.75% |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | Equity | 1.49% |
| Bata India Ltd | Consumer Discretionary | Equity | 1.46% |
| The South Indian Bank Ltd | Financial | Equity | 1.13% |
| Repo | Unspecified | Repo | 0.58% |
| Net Payables | Unspecified | Net Payables | -0.55% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +10.9% | +2.9% | +8.8% | +5.2% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 12 | 19 | 11 | -- |
Exit load, stamp duty and tax
Exit load
0.5% for redemption within 90 Days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
DSDevender SinghalJun 2024 - PresentView details
DS
Devender Singhal
Jun 2024 - Present
View details
ABAbhishek BisenJul 2024 - PresentView details
AB
Abhishek Bisen
Jul 2024 - Present
View details
About Kotak Special Opportunities Fund Direct Growth
Kotak Special Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Devender Singhal is the Current Fund Manager of Kotak Special Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,85,946 Cr and the Latest NAV as of 12 Jun 2026 is ₹10.67.
The Kotak Special Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. 0.5% for redemption within 90 Days
;
Investment Objective
The scheme seeks 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.;
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,85,945.71 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,