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Kotak Special Opportunities Fund Growth Return

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  • 3M
  • 6M
  • 1Y
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  • 5Y
This Fund:
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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)

₹1,461 Cr

Lock In Period

N/A

Expense Ratio

2.27

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-0.51-0.709.48
6M15.432.0673.00
1Y10.104.34154.37
3Y0.0012.03269.75

Portfolio Analysis

  • Equity: 99.91%
  • Debt: 0.09%
  • Others
As on: 2026-06-30
View allocation % by

1. INDUSIND BANK LTD.3.92%
2. BANDHAN BANK LIMITED2.79%
3. JAMMU KASHMIR BANK LTD2.23%
4. JANA SMALL FINANCE BANK1.81%
5. SOUTH INDIAN BANK LTD1.28%

1. Marksans Pharma Ltd4.76%
2. JUBILANT PHARMOVA LIMITED4.08%
3. ORCHID PHARMA LIMITED2.85%

1. PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.66%
2. ASTER DM HEALTHCARE LTD2.23%
3. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD1.82%

1. Hero MotoCorp Ltd.4.00%
2. OLA ELECTRIC MOBILITY LIMITED2.55%

1. PVR LTD.3.06%
2. Sun TV Network Limited2.81%

1. PIRAMAL FINANCE LTD2.89%
2. POONAWALLA FINCORP LIMITED2.83%

1. NLC India Ltd.3.97%

1. Barbeque Nation Hospitality Ltd.2.04%
2. Sapphire Foods India Ltd.1.88%

1. Maruti Suzuki India Limited3.91%

1. MIDWEST LTD3.71%

1. Radico Khaitan Ltd.3.62%

1. Carborundum Universal Ltd.3.55%

1. Indus Towers Ltd.3.49%

1. JYOTI CNC AUTOMATION LTD3.22%

1. AZAD ENGINEERING LTD2.87%

1. Indigo Paints Limited2.57%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED2.53%

1. Oracle Financial Services Software Ltd2.40%

1. AVANTI FEEDS LTD2.16%

1. Oberoi Realty Limited1.82%

1. CMR GREEN TECHNOLOGIES LTD1.79%

1. SWIGGY LTD1.56%

1. Graphite India Limited.1.47%

1. Bata India Ltd.1.18%

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 ₹1,461 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.27. 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
Bajaj Finserv Consumption Fund Growth0608 CR2.86
WhiteOak Capital Pharma and Healthcare Fund Growth0741 CR2.97
Kotak Special Opportunities Fund Growth01,461 CR2.27
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundBajaj Finserv Consumption Fund Growth-4.91960
This FundWhiteOak Capital Pharma and Healthcare Fund Growth14.89820
This FundKotak Special Opportunities Fund Growth10.09770
This FundHDFC Defence Fund Growth21.5538173.3626
This FundNippon India Taiwan Equity Fund Growth150.9305254.7312

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 2.27. 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 : -0.51%
  • 6 Months : 15.43%
  • 1 Year : 10.10%
  • 3 Years : 0.00%
Returns of Kotak Special Opportunities Fund Growth are updated daily based on NAV of ₹ 10.625 as on Jul 24,2026. 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 ₹1,461 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.