Kotak Mahindra Mutual Fundimage

Kotak Special Opportunities Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (20 Jan 25)

₹ 9.55

AUM (in Cr)

-

6 Months Returns

% -4.45

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Kotak Special Opportunities Fund
-3.40
-7.27
-4.45
0.00
0.00
0.00
Nifty 500
-2.23
-6.79
-4.19
12.31
13.55
18.04
Sectoral/Thematic
-8.43
-9.48
-5.05
14.84
15.98
20.68

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 1.99
Benchmark
Nifty 500
AUM
-
Inception Date
10 Jun 2024
Turnover Ratio
% 5.62
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.
Asset Class
Equity
amc-logo

Kotak Mahindra Mutual Fund

Total AUM

₹ 492719.49

No. of Schemes under this AMC

93

Phone

61152100

Email

fundaccops@kotakmutual.in

Incorporation Date

6/23/1998

Address

27 BKC, C-27, G Block,, Bandra Kurla Complex,, Bandra (E),

Mumbai - 400051

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Kotak Special Opportunities Fund

EquitySectoral/Thematic
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