Kotak Special Opportunities Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 03 Dec 2024₹10.36
Min. SIP amount₹100
RatingNA
Fund size₹2,426.06Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Absolute returns
3M3M6MAll
Fund returns-1.6%-1.6%NA2.2%
Category averageNANANANA
Rank with in category2222NANA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
AutomobileEquity6.23%
TechnologyEquity4.79%
Consumer StaplesEquity4.66%
AutomobileEquity4.57%
Consumer StaplesEquity4.04%
TechnologyEquity3.88%
ServicesEquity3.30%
HealthcareEquity3.22%
Consumer StaplesEquity3.14%
ConstructionEquity3.06%
FinancialEquity2.93%
EnergyEquity2.87%
TechnologyEquity2.83%
Capital GoodsEquity2.79%
Consumer StaplesEquity2.74%
FinancialEquity2.68%
ServicesEquity2.63%
AutomobileEquity2.61%
HealthcareEquity2.40%
FinancialEquity2.37%
TechnologyEquity2.34%
Consumer DiscretionaryEquity2.23%
FinancialEquity2.20%
ServicesEquity2.15%
CommunicationEquity1.99%
Consumer StaplesEquity1.92%
EnergyEquity1.89%
ConstructionEquity1.88%
CommunicationEquity1.84%
ChemicalsEquity1.61%
Consumer StaplesEquity1.60%
Capital GoodsEquity1.57%
Metals & MiningEquity1.57%
Capital GoodsEquity1.43%
HealthcareEquity1.22%
ServicesEquity1.15%
DiversifiedEquity0.99%
Capital GoodsEquity0.93%
FinancialEquity0.79%
See All

Expense ratio, exit load and tax

Expense ratio: 0.56%

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Abhishek Bisen
Jul 2024 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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