- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Special Opportunities Fund Direct Growth
Kotak Special Opportunities Fund Direct Plan Growth
₹ 8.65
NAV (Apr 11)
View Less
Kotak Special Opportunities Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment-1,90,537
Wealth Gained5,42,075
Total Corpus Created (₹)
With CAGR of -13.53 % in 5 yearsHistorical NAV
₹ 8.647
NAV (Apr 11)
Fund Returns
Last 1Y | - |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | -13.5% |
6 Month CAGR | -16.6% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in opportunities presented by Special Situations such as Company Specific Event/Developments, Corporate Restructuring, Government Policy change and/or Regulatory changes, Technology led Disruption/ Innovation or companies going through temporary but unique challenges and other similar instances.
Expense Ratio | 0.64 % |
Launched <1Y | 2024-06-29 |
AUM in Crores | 1928.4 |
ISIN | INF174KA1SF3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Special Opportunities Fund Direct (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
13.93%Maruti Suzuki India Ltd.
7.12%Hero Motocorp Ltd.
4.85%ITC Ltd.
4.77%Oracle Financial Services Software Ltd.
4.7%
Allocation by Sector
Consumer Staples
15.29%Automobile
14.42%Technology
13.22%Financial
8.55%Capital Goods
8.38%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 16,217 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.8% | 6.2% | ||
12.3% | 11.3% | ||
19.4% | 8.3% | ||
8.1% | 8% | ||
7.5% | 7.1% |
Kotak Special Opportunities Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment-1,90,537
Wealth Gained5,42,075
Total Corpus Created (₹)
With CAGR of -13.53 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Kotak Special Opportunities Fund Direct Plan Growth?
What is the current AUM of Kotak Special Opportunities Fund Direct Growth?
What is the latest NAV of Kotak Special Opportunities Fund Direct Growth?
What is the Riskometer rating for Kotak Special Opportunities Fund Direct Plan Growth?
Which are the top sector holdings in Kotak Special Opportunities Fund Direct Plan?
Which are the top stock holdings in Kotak Special Opportunities Fund Direct Plan?
What is the asset allocation of Kotak Special Opportunities Fund Direct Plan Growth?
What has been the performance of Kotak Special Opportunities Fund Direct Growth returns?
Does Kotak Special Opportunities Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Special Opportunities Fund Direct Plan Growth?
How to invest in Kotak Special Opportunities Fund Direct Growth?
How can I redeem my investment in Kotak Special Opportunities Fund Direct Plan?