Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Kotak Special Opportunities Fund

Ko

Kotak Special Opportunities Fund

Thematic-OtherRank #11
Not Rated

NAV (2026-07-14)

10.8

AUM

₹1,461.1 Cr

Exp. Ratio: 1.99%

RISK LEVEL

Very High

Returns & Performance

1 Year12.49%10.16% vs cat avgRank #6
3 Year----
5 Year----
Since Launch3.85%--

Fund vs Category Average

1Y
12.49%+10.16%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Decent 1Y category rank (#6)

Cons

3Y returns below category average
Higher expense ratio (1.99%)
Overall rank #11 in category
ISININF174KA1SC0
NAV₹10.8
NAV Date2026-07-14
AUM₹1,461.1 Cr
Expense Ratio1.99%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

INVESTMENT OBJECTIVE

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.

Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Abhishek Bisen

Mr. Bisen is a BA and MBA in Finance.

Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Top Holdings

Holdings data not available for this scheme