Kotak Special Opportunities Fund - Regular Plan - Growth Option
NAV as on 12-12-2025
₹ 9.981
₹
0.08
(
0.7614%)
AUM as on 28-11-2025
1,743.49 Cr
Rtn (Since Inception)
-0.26%
Kotak Special Opportunities Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Thematic-Special-Opportunities |
| Launch Date: | 05-06-2024 |
| Assets Class: | |
| Benchmark: | NIFTY 500 TRI |
| TER: | 2.07% As on (28-11-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 1,743.49 Cr As on (28-11-2025) |
| 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 |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Kotak Special Opportunities Fund Reg Gr | 05-06-2024 | -1.37 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Special Opp Reg Gr | 23-10-2020 | 8.09 | 18.93 | 18.59 | 18.33 | 0.0 |
| WhiteOak Capital Special Opportunities Reg Gr | 04-06-2024 | 3.51 | 0.0 | 0.0 | 0.0 | 0.0 |
| Samco Special Opportunities Fund Reg Gr | 06-06-2024 | -15.58 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation & Portfolio
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Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
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