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)

₹1,702 Cr

Lock In Period

N/A

Expense Ratio

2.26

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-0.72-1.708.60
6M31.801.5338.69
1Y17.902.77121.39
3Y0.0010.19329.91

Portfolio Analysis

  • Equity: 94.35%
  • Debt: 5.65%
  • Others
As on: 2026-08-31
View allocation % by

1. Marksans Pharma Ltd3.33%
2. ORCHID PHARMA LIMITED2.72%
3. JUBILANT PHARMOVA LIMITED2.41%
4. VIYASH SCIENTIFIC LTD1.96%
5. SUN PHARMACEUTICAL INDUSTRIES LTD.1.63%

1. INDUSIND BANK LTD.3.11%
2. JANA SMALL FINANCE BANK2.42%
3. JAMMU KASHMIR BANK LTD1.83%
4. SOUTH INDIAN BANK LTD1.10%

1. PVR LTD.3.30%
2. Sun TV Network Limited2.18%

1. POONAWALLA FINCORP LIMITED2.96%
2. PIRAMAL FINANCE LTD2.43%

1. AZAD ENGINEERING LTD3.03%
2. INDO-MIM LTD2.09%

1. Barbeque Nation Hospitality Ltd.2.90%
2. Sapphire Foods India Ltd.2.10%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)2.63%
2. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD1.82%

1. Hero MotoCorp Ltd.3.91%

1. Maruti Suzuki India Limited3.62%

1. JYOTI CNC AUTOMATION LTD3.54%

1. Indus Towers Ltd.3.20%

1. Carborundum Universal Ltd.2.86%

1. NLC India Ltd.2.83%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED2.22%
2. LUMINO INDUSTRIES LIMITED0.59%

1. MIDWEST LTD2.79%

1. SWIGGY LTD2.57%

1. Indigo Paints Limited2.50%

1. MTAR TECHNOLOGIES LIMITED2.48%

1. Oracle Financial Services Software Ltd2.39%

1. Vodafone Idea Ltd2.27%

1. One 97 Communications Ltd2.25%

1. Graphite India Limited.1.86%

1. Oberoi Realty Limited1.65%

1. AVANTI FEEDS LTD1.64%

1. MV ELECTROSYSTEMS LTD1.50%

1. Bata India Ltd.1.01%
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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 ₹1,702 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.26. 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
Aditya Birla Sun Life Conglomerate Fund Growth01,610 CR2.34
Samco Special Opportunities Fund Growth0127 CR3.71
Kotak Special Opportunities Fund Growth01,702 CR2.26
UTI Gold Exchange Traded Fund Growth04,513 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundAditya Birla Sun Life Conglomerate Fund Growth-1.90660
This FundSamco Special Opportunities Fund Growth6.40280
This FundKotak Special Opportunities Fund Growth17.90420
This FundUTI Gold Exchange Traded Fund Growth28.0865151.2274
This FundNippon India Taiwan Equity Fund Growth118.4397312.5131

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 2.26. 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 : -0.72%
  • 6 Months : 31.80%
  • 1 Year : 17.90%
  • 3 Years : 0.00%
Returns of Kotak Special Opportunities Fund Growth are updated daily based on NAV of ₹ 11.148 as on Oct 01,2026. 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 ₹1,702 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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