- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Special Opportunities Fund (G)
Kotak Special Opportunities Fund (G)
₹ 9.995
NAV (Oct 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 9.995
NAV (Oct 30)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -1.4% |
6 Month CAGR | NA |
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 | 1.97% |
Launched <1Y | 2024-06-29 |
AUM in Crores | 2426.1 |
ISIN | INF174KA1SC0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Special Opportunities Fund (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
Automobile
14.85%Consumer Staples
14.78%Technology
13.2%Financial
10.11%Services
9.53%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.2% | 15.6% | ||
16.1% | 8.6% | ||
- | 5.7% | ||
6.4% | 6.9% | ||
5.9% | 7.3% |
Kotak Special Opportunities Fund (G) Review
Kotak Special Opportunities Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of -1.43%. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal.
Nav of Kotak Special Opportunities Fund (G) as of 10/30/2024 is ₹9.99 with the total AUM as of 10/31/2024 is ₹2426.06. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Special Opportunities Fund (G) was launched on 2024-06-29. The category risk of the fund is Very High.
The minimum SIP amount for Kotak Special Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Special Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Special Opportunities Fund (G).
Frequently Asked Questions
What is Kotak Special Opportunities Fund (G)?
How to invest in Kotak Special Opportunities Fund (G)?
You can invest in Kotak Special Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Special Opportunities Fund (G)?
The minimum sip amount for Kotak Special Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the Kotak Special Opportunities Fund (G)?
The expense ratio of the Kotak Special Opportunities Fund (G) is 1.97% for regular plan.
What is the NAV of Kotak Special Opportunities Fund (G)?
Today's Kotak Special Opportunities Fund (G) NAV is ₹9.99.