Kotak Special Opportunities Fund Regular Growth

EquityEquity - Other
9.99
0.04(0.38%)
NAV as on 23 Dec, 2025
CAGR
-0.05%

Top Performer

This scheme has consistently delivered the best returns in its Equity - Other category across .

Returns
  • AUM (Crs.)1,738.88
  • Expense Ratio2.06 %
  • Sharpe Ratio / Category Average-
  • Standard Deviation / Category Average-
  • Beta / Category Average-
  • Portfolio Turnover / Category Average13.05 / 93.62
  • Top 5 Stocks Wt.29.17
  • Top 10 Stocks Wt.45.81
  • Top 3 Sectors Wt.50.07
  • Investment StyleMid Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Devender Singhal, Abhishek Bisen
    • Launch Date29 Jun, 2024
    • BenchmarkS&P BSE 500

    Objective

    The investment objective of the scheme is 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

    Riskometer

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