Kotak Special Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Special Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,920 Cr

Lock In Period

N/A

Expense Ratio

2.28

Exit Load

For redemption / switch out within 90 days from the date of allotment - 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.

Benchmark

NIfty 500 Total Return

Kotak Special Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.54-1.488.60
6M6.970.8012.71
1Y5.642.7990.88
3Y0.0012.58281.41

Portfolio Analysis

  • Equity: 97.24%
  • Debt: 2.76%
  • Others
As on: 2026-09-30
View allocation % by

1. Marksans Pharma Ltd2.57%
2. ORCHID PHARMA LIMITED2.53%
3. VIYASH SCIENTIFIC LTD2.17%
4. SUN PHARMACEUTICAL INDUSTRIES LTD.1.94%
5. JUBILANT PHARMOVA LIMITED1.53%

1. AZAD ENGINEERING LTD2.78%
2. INDO-MIM LTD2.63%
3. Engineers India Ltd2.34%

1. INDUSIND BANK LTD.2.44%
2. JANA SMALL FINANCE BANK1.95%
3. JAMMU KASHMIR BANK LTD1.85%
4. SOUTH INDIAN BANK LTD1.03%

1. Sun TV Network Limited3.43%
2. PVR LTD.2.93%

1. POONAWALLA FINCORP LIMITED2.52%
2. PIRAMAL FINANCE LTD1.92%

1. Barbeque Nation Hospitality Ltd.2.70%
2. Sapphire Foods India Ltd.1.68%

1. Maruti Suzuki India Limited3.93%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)2.24%
2. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD1.67%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED1.94%
2. LUMINO INDUSTRIES LIMITED1.72%

1. Hero MotoCorp Ltd.3.33%

1. JYOTI CNC AUTOMATION LTD3.28%

1. Carborundum Universal Ltd.2.87%

1. Vodafone Idea Ltd2.87%

1. MTAR TECHNOLOGIES LIMITED2.84%

1. One 97 Communications Ltd2.82%

1. Indus Towers Ltd.2.72%

1. NLC India Ltd.2.45%

1. Indigo Paints Limited2.10%

1. SWIGGY LTD2.02%

1. MIDWEST LTD2.02%

1. Oracle Financial Services Software Ltd1.80%

1. QUADRANT FUTURE TEK LIMITED1.79%

1. Graphite India Limited.1.79%

1. MV ELECTROSYSTEMS LTD1.44%

1. PRASOL CHEMICALS LIMITED1.39%

1. Oberoi Realty Limited1.38%

1. AVANTI FEEDS LTD1.26%

1. JIO FINANCIAL SERVICES LTD1.13%

1. KANOHAR ELECTRICALS LIMITED1.04%

1. AVALON TECHNOLOGIES LTD.1.03%
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About Fund Kotak Special Opportunities Fund Growth

Kotak Special Opportunities Fund Growth managed by Kotak Mahindra Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,920 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.28. Under the expert guidance of Devender Singhal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Devender Singhal

Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi. Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 - January 2009) ,Religare (February 2006 - June 2007), Karvy (July 2004 -January 2006), P N Vijay Financial Services Pvt Ltd(2001 - 2004) and Dundee Mutual Fund(Summer Trainee) (May 2000 - June 2000).

Kotak Special Opportunities Fund Growth FAQs

Kotak Special Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Special Opportunities Fund Growth is 2.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Special Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : -9.54%
  • 6 Months : 6.97%
  • 1 Year : 5.64%
  • 3 Years : 0.00%
Returns of Kotak Special Opportunities Fund Growth are updated daily based on NAV of ₹ 10.222 as on Oct 23,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Special Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Special Opportunities Fund Growth is ₹1,920 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Special Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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