| Launch date | 10 Jun 2024 |
| Allotment date | 01 Jul 2024 |
| End date | 24 Jun 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.79%
Inclusive of GST
Exit load
0.5% for redemption within 90 Days
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.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Abhishek BisenJul 2024 - PresentView details
Devender SinghalJun 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | #5 in India |
|---|---|
| Total AUM | ₹5,95,413.81Cr |
| Date of Incorporation | 05 Aug 1994 |
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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 ₹5,95,414 Cr and the Latest NAV as of 02 Apr 2026 is ₹9.09. 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 benchmark | NIFTY 500 Total Return Index |
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