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Kotak Special Opportunities Fund Direct Growth
NAV: 10 Apr '26
₹9.65
Min. for SIP
₹100
Fund size (AUM)
₹1,232.86 Cr
Expense ratio
0.79%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,416 | +2.77% | |
| 6 months | ₹30,000 | ₹29,704 | -0.99% | |
| 1 year | ₹60,000 | ₹60,019 | +0.03% |
Holdings (34)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Hero Motocorp Ltd. | Automobile | Equity | 6.32% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.54% |
| NLC India Ltd. | Energy | Equity | 5.01% |
| Indus Towers Ltd. | Communication | Equity | 4.41% |
| Indusind Bank Ltd. | Financial | Equity | 4.39% |
| Jubilant Pharmova Ltd. | Healthcare | Equity | 4.24% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 4.22% |
| Midwest Ltd. | Construction | Equity | 4.01% |
| Sun TV Network Ltd. | Services | Equity | 3.67% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 3.55% |
| PVR Inox Ltd. | Services | Equity | 3.46% |
| Marksans Pharma Ltd. | Healthcare | Equity | 3.34% |
| Piramal Finance Ltd. | Financial | Equity | 2.90% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 2.89% |
| Avanti Feeds Ltd. | Consumer Staples | Equity | 2.86% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 2.80% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 2.77% |
| Park Medi World Ltd. | Healthcare | Equity | 2.75% |
| Azad Engineering Ltd. | Capital Goods | Equity | 2.71% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 2.40% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 2.31% |
| Bandhan Bank Ltd. | Financial | Equity | 2.29% |
| KSH International Ltd. | Capital Goods | Equity | 2.23% |
| Indigo Paints Ltd. | Chemicals | Equity | 2.13% |
| Swiggy Ltd. | Services | Equity | 2.11% |
| Graphite India Ltd. | Capital Goods | Equity | 2.00% |
| The Jammu & Kashmir Bank Ltd. | Financial | Equity | 1.88% |
| Sapphire Foods India Ltd. | Services | Equity | 1.86% |
| Oberoi Realty Ltd. | Construction | Equity | 1.73% |
| Orchid Pharma Ltd. | Healthcare | Equity | 1.67% |
| Jana Small Finance Bank Ltd. | Financial | Equity | 1.61% |
| Bata India Ltd. | Consumer Staples | Equity | 1.43% |
| The South Indian Bank Ltd. | Financial | Equity | 1.39% |
| Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | Equity | 1.30% |
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 | -3.3% | -3.7% | +14.1% | -3.5% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 28 | 37 | 18 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
ABAbhishek BisenJul 2024 - PresentView details
AB
Abhishek Bisen
Jul 2024 - Present
View details
DSDevender SinghalJun 2024 - PresentView details
DS
Devender Singhal
Jun 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. Abhishek Bisen is the Current Fund Manager of Kotak Special Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,36,924 Cr and the Latest NAV as of 10 Apr 2026 is ₹9.65.
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₹5,36,924.01 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,