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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,233 Cr

Lock In Period

N/A

Expense Ratio

2.15

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Kotak Special Opportunities Fund Growth include a ₹9.82 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Special Opportunities Fund Growth AUM is ₹1,233 Cr, with a lock-in of N/A years, expense ratio of 2.15%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 9.84% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.841.3323.39
6M-2.191.7895.07
1Y8.565.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 100.18%
  • Debt: -0.18%
  • Others
As on: 2026-03-31
View allocation % by

1. INDUSIND BANK LTD.4.39%
2. BANDHAN BANK LIMITED2.29%
3. JAMMU KASHMIR BANK LTD1.88%
4. JANA SMALL FINANCE BANK1.61%
5. SOUTH INDIAN BANK LTD1.39%

1. JUBILANT PHARMOVA LIMITED4.24%
2. Marksans Pharma Ltd3.34%
3. ORCHID PHARMA LIMITED1.67%

1. Sun TV Network Limited3.67%
2. PVR LTD.3.46%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)2.75%
2. ASTER DM HEALTHCARE LTD2.31%
3. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD1.30%

1. Hero MotoCorp Ltd.6.32%

1. PIRAMAL FINANCE LTD2.90%
2. POONAWALLA FINCORP LIMITED2.80%

1. Maruti Suzuki India Limited5.54%

1. NLC India Ltd.5.01%

1. Indus Towers Ltd.4.41%

1. Radico Khaitan Ltd.4.22%

1. MIDWEST LTD4.01%

1. JYOTI CNC AUTOMATION LTD3.55%

1. Oracle Financial Services Software Ltd2.89%

1. AVANTI FEEDS LTD2.86%

1. Carborundum Universal Ltd.2.77%

1. AZAD ENGINEERING LTD2.71%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED2.40%

1. KSH INTERNATIONAL2.23%

1. Indigo Paints Limited2.13%

1. SWIGGY LTD2.11%

1. Graphite India Limited.2.00%

1. Sapphire Foods India Ltd.1.86%

1. Oberoi Realty Limited1.73%

1. Bata India Ltd.1.43%

About Fund

Kotak Special Opportunities Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,233 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.15. 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
This FundWhiteOak Capital Digital Bharat Fund Growth0363.91 CR2.39
This FundBaroda BNP Paribas Manufacturing Fund Growth0804.3 CR2.27
This FundKotak Special Opportunities Fund Growth01232.86 CR2.15
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundWhiteOak Capital Digital Bharat Fund Growth-0.01090
This FundBaroda BNP Paribas Manufacturing Fund Growth19.07230
This FundKotak Special Opportunities Fund Growth8.56220
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

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 2.15. 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 : 9.84%
  • 6 Months : -2.19%
  • 1 Year : 8.56%
  • 3 Years : 0.00%
Returns of Kotak Special Opportunities Fund Growth are updated daily based on NAV of ₹ 9.82 as on Apr 22,2026. 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 ₹1,233 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.
Min Inv Amount: ₹500