Kotak Special Opportunities Fund - Regular Plan - Growth
Kotak Mahindra Asset Management Co Ltd
₹11.17 (+0.78%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
14.22% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.00%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,213
Invested ₹1,000
▲+21.33%1 year
₹1,142
Invested ₹1,000
▲+14.22%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +14.22% | — | — | — |
| Cumulative returns (%) | +14.22% | — | — | — |
Fund Manager
| Manager | Devender Singhal |
|---|---|
| Role | Manager |
| Manager Tenure | 2.26 yrs |
About Fund
| Date of Incorporation | 29 Jun 2024 |
|---|---|
| Fund House | Kotak Mahindra Asset Management Co Ltd |
| Custodian | Standard Chartered Bank - India |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | Standard Chartered Bank - India |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Jubilant Pharmova Ltd | 4.08% |
| Wipro Ltd | 4.03% |
| Hero MotoCorp Ltd | 3.91% |
| Sun TV Network Ltd | 3.67% |
| Park Medi World Ltd | 3.66% |
| Radico Khaitan Ltd | 3.64% |
| NLC India Ltd | 3.63% |
| Maruti Suzuki India Ltd | 3.62% |
| Jyoti CNC Automation Ltd | 3.54% |
| Midwest Ltd | 3.50% |
| Marksans Pharma Ltd | 3.33% |
| ITC Ltd | 3.30% |
| PVR INOX Ltd | 3.30% |
| Indus Towers Ltd Ordinary Shares | 3.20% |
| Oracle Financial Services Software Ltd | 3.19% |
| Carborundum Universal Ltd | 3.17% |
| IndusInd Bank Ltd | 3.11% |
| Dabur India Ltd | 3.09% |
| Azad Engineering Ltd | 3.03% |
| MTAR Technologies Ltd | 2.97% |
| LIC Housing Finance Ltd | 2.97% |
| Poonawalla Fincorp Ltd | 2.96% |
| United Foodbrands Ltd | 2.90% |
Investment Strategy
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
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.