Kotak Special Opportunities Fund - Regular Plan - Growth Option

Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 05-06-2024
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.02% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,090.79 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | 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 Units issued on reinvestment of IDCW shall not be subject to entry and exit load. Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme. Units issued on reinvestment of IDCWs shall not be subject to entry and exit load

9.63

-3.87%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment 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. However, there is no assurance that the objective of the scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Special Opportunities Fund - Regular Plan - Growth Option 05-06-2024 - - - - -
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 17.93 - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 16.92 24.04 24.03 26.97 -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 16.42 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 12.05 28.44 28.76 31.92 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 10.74 27.11 24.45 26.5 14.19
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.53 - - - -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 9.88 28.28 26.58 - -
HDFC Defence Fund - Growth Option 02-06-2023 8.64 59.45 - - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.58 22.81 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

53.18%

Others

0.98%

Large Cap

31.64%

Mid Cap

14.2%

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