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Kotak Special Opportunities Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Special Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,425 Cr

Lock In Period

N/A

Expense Ratio

2.16

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

Summary

Kotak Special Opportunities Fund Growth NAV is ₹10.652 as of 23 Jun, 2026. Kotak Special Opportunities Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Special Opportunities Fund Growth is ₹100. The AUM of Kotak Special Opportunities Fund Growth is ₹1,425 Cr. The expense ratio of the fund is 2.16%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Kotak Special Opportunities Fund Growth has delivered 5.34% returns.

Kotak Special Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.340.2413.06
6M8.211.77125.97
1Y10.804.54202.92
3Y0.0013.01342.40

Portfolio Analysis

  • Equity: 99.87%
  • Debt: 0.13%
  • Others
As on: 2026-05-31
View allocation % by

1. INDUSIND BANK LTD.3.98%
2. BANDHAN BANK LIMITED2.92%
3. JANA SMALL FINANCE BANK2.14%
4. JAMMU KASHMIR BANK LTD2.08%
5. SOUTH INDIAN BANK LTD1.19%

1. Marksans Pharma Ltd4.45%
2. JUBILANT PHARMOVA LIMITED4.29%
3. ORCHID PHARMA LIMITED2.38%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.62%
2. ASTER DM HEALTHCARE LTD2.12%
3. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD1.73%

1. Hero MotoCorp Ltd.4.20%
2. OLA ELECTRIC MOBILITY LIMITED2.48%

1. PVR LTD.3.14%
2. Sun TV Network Limited2.81%

1. PIRAMAL FINANCE LTD2.64%
2. POONAWALLA FINCORP LIMITED2.52%

1. NLC India Ltd.4.39%

1. Radico Khaitan Ltd.4.10%

1. Indus Towers Ltd.4.04%

1. Maruti Suzuki India Limited3.73%

1. MIDWEST LTD3.62%

1. Sapphire Foods India Ltd.1.93%
2. Barbeque Nation Hospitality Ltd.1.56%

1. Carborundum Universal Ltd.3.18%

1. AZAD ENGINEERING LTD2.89%

1. AVANTI FEEDS LTD2.86%

1. Oracle Financial Services Software Ltd2.62%

1. Indigo Paints Limited2.57%

1. JYOTI CNC AUTOMATION LTD2.54%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED2.47%

1. Graphite India Limited.2.04%

1. SWIGGY LTD1.81%

1. Oberoi Realty Limited1.80%

1. KSH INTERNATIONAL1.67%

1. Bata India Ltd.1.36%

About Fund Kotak Special Opportunities Fund Growth

Kotak Special Opportunities Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,425 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.16. 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
Invesco India Technology Fund Growth0307.95 CR2.4
Baroda BNP Paribas Business Conglomerates Fund Growth0666.33 CR2.39
Kotak Special Opportunities Fund Growth01424.74 CR2.16
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundInvesco India Technology Fund Growth-4.25750
This FundBaroda BNP Paribas Business Conglomerates Fund Growth00
This FundKotak Special Opportunities Fund Growth10.79920
This FundHDFC Defence Fund Growth14.9064189.4226
This FundNippon India Taiwan Equity Fund Growth198.7903324.3981

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 2.16. 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 : 5.34%
  • 6 Months : 8.21%
  • 1 Year : 10.80%
  • 3 Years : 0.00%
Returns of Kotak Special Opportunities Fund Growth are updated daily based on NAV of ₹ 10.652 as on Jun 19,2026. 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 ₹1,425 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.