Kotak Special Opportunities Fund Growth Return

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  • 1Y
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This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Special Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,479 Cr

Lock In Period

N/A

Expense Ratio

2.25

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(%)
1M3.95-0.5117.58
6M17.181.4171.97
1Y22.264.02145.75
3Y0.0011.44309.89

Portfolio Analysis

  • Equity: 99.41%
  • Debt: 0.59%
  • Others
As on: 2026-07-31
View allocation % by

1. INDUSIND BANK LTD.3.56%
2. JAMMU KASHMIR BANK LTD2.23%
3. JANA SMALL FINANCE BANK2.20%
4. BANDHAN BANK LIMITED2.06%
5. SOUTH INDIAN BANK LTD1.29%

1. Marksans Pharma Ltd3.08%
2. JUBILANT PHARMOVA LIMITED3.05%
3. ORCHID PHARMA LIMITED2.85%
4. SUN PHARMACEUTICAL INDUSTRIES LTD.0.61%

1. PVR LTD.3.56%
2. Sun TV Network Limited2.74%

1. Hero MotoCorp Ltd.4.44%
2. OLA ELECTRIC MOBILITY LIMITED1.83%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.09%
2. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD1.72%
3. ASTER DM HEALTHCARE LTD1.17%

1. POONAWALLA FINCORP LIMITED2.94%
2. PIRAMAL FINANCE LTD2.50%

1. AZAD ENGINEERING LTD2.79%
2. INDO-MIM LTD2.13%

1. Maruti Suzuki India Limited4.38%

1. Barbeque Nation Hospitality Ltd.2.22%
2. Sapphire Foods India Ltd.1.91%

1. Radico Khaitan Ltd.3.64%

1. NLC India Ltd.3.63%

1. MIDWEST LTD3.50%

1. Indus Towers Ltd.3.44%

1. JYOTI CNC AUTOMATION LTD3.32%

1. Carborundum Universal Ltd.3.17%

1. SWIGGY LTD2.99%

1. Indigo Paints Limited2.78%

1. Oracle Financial Services Software Ltd2.46%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED2.35%

1. AVANTI FEEDS LTD2.06%

1. Oberoi Realty Limited1.85%

1. Graphite India Limited.1.78%

1. Bata India Ltd.1.18%

1. MTAR TECHNOLOGIES LIMITED1.16%
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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 ₹1,479 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.25. 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).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ITI Business Cycle Fund Growth0115 CR3.54
Edelweiss Business Cycle Fund Growth01,448 CR2.82
Kotak Special Opportunities Fund Growth01,478 CR2.25
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundITI Business Cycle Fund Growth00
This FundEdelweiss Business Cycle Fund Growth4.67550
This FundKotak Special Opportunities Fund Growth22.25830
This FundHDFC Defence Fund Growth30.4322174.1609
This FundNippon India Taiwan Equity Fund Growth142.4146293.2914

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 2.25. 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 : 3.95%
  • 6 Months : 17.18%
  • 1 Year : 22.26%
  • 3 Years : 0.00%
Returns of Kotak Special Opportunities Fund Growth are updated daily based on NAV of ₹ 11.338 as on Aug 18,2026. 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 ₹1,479 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.